AWM
IAGG icon

AE Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

AE Wealth Management’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
Q2 		$14.4M Sell
285,032
-5,269
-2% -$264K 0.07% 259
2026
Q1 		$14.5M Buy
290,301
+39,754
+16% +$2M 0.08% 244
2025
Q4 		$12.5M Buy
250,547
+27,593
+12% +$1.42M 0.07% 256
2025
Q3 		$11.4M Buy
222,954
+30,610
+16% +$1.56M 0.07% 251
2025
Q2 		$9.83M Buy
192,344
+80,829
+72% +$4.1M 0.07% 249
2025
Q1 		$5.57M Buy
111,515
+1,993
+2% +$99.6K 0.05% 325
2024
Q4 		$5.47M Buy
109,522
+906
+0.8% +$46.7K 0.05% 326
2024
Q3 		$5.63M Buy
108,616
+79,409
+272% +$4.06M 0.05% 312
2024
Q2 		$1.46M Buy
29,207
+5,982
+26% +$297K 0.01% 608
2024
Q1 		$1.16M Sell
23,225
-49,260
-68% -$2.44M 0.01% 625
2023
Q4 		$3.57M Buy
72,485
+4,494
+7% +$222K 0.02% 704
2023
Q3 		$3.32M Buy
67,991
+525
+0.8% +$25.8K 0.02% 672
2023
Q2 		$3.33M Buy
67,466
+2,789
+4% +$137K 0.02% 674
2023
Q1 		$3.17M Buy
64,677
+5,952
+10% +$289K 0.02% 644
2022
Q4 		$2.79M Sell
58,725
-5,202
-8% -$254K 0.02% 636
2022
Q3 		$3.09M Sell
63,927
-9,100
-12% -$456K 0.02% 563
2022
Q2 		$3.64M Sell
73,027
-7,925
-10% -$401K 0.03% 477
2022
Q1 		$4.22M Buy
80,952
+4,484
+6% +$239K 0.03% 493
2021
Q4 		$4.17M Sell
76,468
-4,198
-5% -$231K 0.03% 464
2021
Q3 		$4.44M Buy
80,666
+8,048
+11% +$448K 0.04% 413
2021
Q2 		$4M Buy
72,618
+11,584
+19% +$636K 0.03% 430
2021
Q1 		$3.35M Sell
61,034
-6,317
-9% -$350K 0.03% 418
2020
Q4 		$3.79M Buy
67,351
+4,008
+6% +$224K 0.04% 329
2020
Q3 		$3.53M Buy
63,343
+1,822
+3% +$101K 0.05% 292
2020
Q2 		$3.42M Sell
61,521
-14,580
-19% -$806K 0.05% 285
2020
Q1 		$4.16M Buy
76,101
+21,754
+40% +$1.2M 0.1% 189
2019
Q4 		$2.98M Buy
54,347
+16,762
+45% +$923K 0.06% 265
2019
Q3 		$2.1M Buy
37,585
+14,330
+62% +$793K 0.06% 268
2019
Q2 		$1.27M Buy
+23,255
New +$1.24M 0.04% 340

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management's IAGG Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.8% in Q2 2026, selling an estimated $264K and leaving 285,032 shares worth $14.4M. The position accounts for 0.07% of the portfolio, ranked #259.

AE Wealth Management first reported a position in IAGG in Q2 2019 and has held it in 29 quarters since. The position peaked at $14.5M in Q1 2026. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • AE Wealth Management held 285,032 shares of iShares Core International Aggregate Bond Fund worth $14.4M as of Q2 2026.
  • AE Wealth Management sold 5,269 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $264K.
  • iShares Core International Aggregate Bond Fund made up 0.07% of AE Wealth Management's portfolio in Q2 2026, its #259 holding.
  • AE Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $14.5M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.