AWA
IAGG icon

Aletheian Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Aletheian Wealth Advisors’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 		$5M Buy
98,770
+6,345
+7% +$318K 2.13% 11
2026
Q1 		$4.62M Buy
+92,425
New +$4.65M 2.25% 11
2025
Q3 		$4.35M Buy
84,914
+16,668
+24% +$852K 2.02% 14
2025
Q2 		$3.49M Buy
68,246
+15,611
+30% +$791K 1.72% 14
2025
Q1 		$2.63M Buy
52,635
+9,532
+22% +$476K 1.48% 18
2024
Q4 		$2.15M Buy
43,103
+1,838
+4% +$94.8K 1.27% 19
2024
Q3 		$2.14M Sell
41,265
-3,037
-7% -$155K 1.25% 20
2024
Q2 		$2.21M Sell
44,302
-235
-0.5% -$11.7K 1.17% 23
2024
Q1 		$2.22M Sell
44,537
-440
-1% -$21.8K 1.21% 22
2023
Q4 		$2.24M Buy
44,977
+12,207
+37% +$603K 1.48% 15
2023
Q3 		$1.6M Sell
32,770
-523
-2% -$25.7K 1.23% 17
2023
Q2 		$1.64M Buy
33,293
+1,857
+6% +$91K 1.12% 20
2023
Q1 		$1.54M Sell
31,436
-19,731
-39% -$957K 1.36% 18
2022
Q4 		$2.43M Buy
51,167
+5,975
+13% +$292K 2.1% 13
2022
Q3 		$2.18M Buy
45,192
+4,089
+10% +$205K 2.48% 12
2022
Q2 		$2.05M Sell
41,103
-13,985
-25% -$708K 2.08% 14
2022
Q1 		$2.87M Buy
55,088
+41,381
+302% +$2.2M 2.73% 12
2021
Q4 		$747K Buy
+13,707
New +$755K 0.73% 28

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Aletheian Wealth Advisors's IAGG Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 6.9% in Q2 2026, buying an estimated $318K and bringing the position to 98,770 shares worth $5M. The position accounts for 2.13% of the portfolio, ranked #11.

Aletheian Wealth Advisors first reported a position in IAGG in Q4 2021 and has held it in 18 quarters since. 100 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Aletheian Wealth Advisors held 98,770 shares of iShares Core International Aggregate Bond Fund worth $5M as of Q2 2026.
  • Aletheian Wealth Advisors bought 6,345 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $318K.
  • iShares Core International Aggregate Bond Fund made up 2.13% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Aletheian Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 18 quarters since.
  • 100 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.