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IAGG icon

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

Allworth Financial’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
Q1 		$1.38M Sell
27,616
-1,907
-6% -$95.8K 0.01% 620
2025
Q4 		$1.48M Sell
29,523
-2,349
-7% -$121K 0.01% 584
2025
Q3 		$1.63M Sell
31,872
-2,056
-6% -$105K 0.01% 550
2025
Q2 		$1.73M Sell
33,928
-1,343
-4% -$68K 0.01% 518
2025
Q1 		$1.79M Sell
35,271
-2,043
-5% -$102K 0.01% 422
2024
Q4 		$1.86M Sell
37,314
-4,943
-12% -$255K 0.01% 419
2024
Q3 		$2.19M Sell
42,257
-1,972
-4% -$101K 0.01% 326
2024
Q2 		$2.23M Sell
44,229
-7,232
-14% -$360K 0.01% 314
2024
Q1 		$2.57M Sell
51,461
-8,419
-14% -$417K 0.02% 274
2023
Q4 		$2.98M Sell
59,880
-11,733
-16% -$580K 0.02% 249
2023
Q3 		$3.49M Sell
71,613
-52,498
-42% -$2.58M 0.03% 209
2023
Q2 		$6.12M Sell
124,111
-45,088
-27% -$2.21M 0.05% 148
2023
Q1 		$8.28M Sell
169,199
-7,352
-4% -$356K 0.08% 117
2022
Q4 		$8.39M Sell
176,551
-129,150
-42% -$6.31M 0.09% 105
2022
Q3 		$14.8M Sell
305,701
-51,740
-14% -$2.59M 0.19% 68
2022
Q2 		$17.8M Buy
357,441
+18,342
+5% +$928K 0.24% 59
2022
Q1 		$17.7M Sell
339,099
-103,011
-23% -$5.48M 0.23% 64
2021
Q4 		$24.1M Sell
442,110
-49,211
-10% -$2.71M 0.34% 47
2021
Q3 		$27M Sell
491,321
-92,311
-16% -$5.14M 0.45% 35
2021
Q2 		$32.2M Sell
583,632
-85,861
-13% -$4.71M 0.59% 25
2021
Q1 		$36.7M Sell
669,493
-1,833,747
-73% -$102M 0.75% 18
2020
Q4 		$141M Sell
2,503,240
-451,723
-15% -$25.2M 3.69% 8
2020
Q3 		$164M Buy
2,954,963
+226,667
+8% +$12.6M 4.95% 5
2020
Q2 		$152M Buy
2,728,296
+176,947
+7% +$9.78M 4.68% 5
2020
Q1 		$140M Sell
2,551,349
-126,909
-5% -$7.02M 4.64% 5
2019
Q4 		$147M Buy
2,678,258
+231,138
+9% +$12.7M 5.16% 5
2019
Q3 		$137M Buy
2,447,120
+228,066
+10% +$12.6M 5.21% 5
2019
Q2 		$121M Buy
+2,219,054
New +$119M 4.72% 5

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Allworth Financial's IAGG Position: Q1 2026 in Review

Allworth Financial reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 6.5% in Q1 2026, selling an estimated $95.8K and leaving 27,616 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #620.

Allworth Financial first reported a position in IAGG in Q2 2019 and has held it in 28 quarters since. The position peaked at $164M in Q3 2020. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Allworth Financial held 27,616 shares of iShares Core International Aggregate Bond Fund worth $1.38M as of Q1 2026.
  • Allworth Financial sold 1,907 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $95.8K.
  • iShares Core International Aggregate Bond Fund made up 0.01% of Allworth Financial's portfolio in Q1 2026, its #620 holding.
  • Allworth Financial first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and has held it in 28 quarters since.
  • Allworth Financial's iShares Core International Aggregate Bond Fund position peaked at $164M in Q3 2020.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.