Advus Financial Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Advus Financial Partners’s Portfolio IAGG Stock Details IAGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.35M	Buy	88,502 +6,224	+8%	+$310K	1.23%	18
2026 Q2	$4.16M	Buy	82,278 +7,949	+11%	+$398K	1.19%	19
2026 Q1	$3.72M	Buy	74,329 +4,220	+6%	+$212K	1.41%	19
2025 Q4	$3.51M	Buy	70,109 +3,572	+5%	+$184K	1.26%	20
2025 Q3	$3.41M	Buy	66,537 +34,665	+109%	+$1.77M	1.26%	21
2025 Q2	$1.63M	Buy	+31,872	New	+$1.61M	0.64%	26

Other funds holding IAGG

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Advus Financial Partners's IAGG Position: Q3 2026 in Review

Advus Financial Partners increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 7.6% in Q3 2026, buying an estimated $310K and bringing the position to 88,502 shares worth $4.35M. The position accounts for 1.23% of the portfolio, ranked #18.

Advus Financial Partners first reported a position in IAGG in Q2 2025 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Advus Financial Partners held 88,502 shares of iShares Core International Aggregate Bond Fund worth $4.35M as of Q3 2026.
Advus Financial Partners bought 6,224 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $310K.
iShares Core International Aggregate Bond Fund made up 1.23% of Advus Financial Partners's portfolio in Q3 2026, its #18 holding.
Advus Financial Partners first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 6 quarters since.
235 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.