AlphaCore Capital’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

AlphaCore Capital’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	$147K	Sell	2,900 -90	-3%	-$4.51K	﹤0.01%	1159
2026 Q1	$150K	Sell	2,990 -161	-5%	-$8.09K	﹤0.01%	883
2025 Q4	$158K	Buy	3,151 +178	+6%	+$9.15K	﹤0.01%	1028
2025 Q3	$152K	Buy	2,973 +3	+0.1%	+$153	0.01%	753
2025 Q2	$152K	Buy	2,970 +2,900	+4,143%	+$147K	0.01%	642
2025 Q1	$3.5K	Buy	+70	New	+$3.5K	﹤0.01%	722

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AlphaCore Capital's IAGG Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 3% in Q2 2026, selling an estimated $4.51K and leaving 2,900 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

AlphaCore Capital first reported a position in IAGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $158K in Q4 2025. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

AlphaCore Capital held 2,900 shares of iShares Core International Aggregate Bond Fund worth $147K as of Q2 2026.
AlphaCore Capital sold 90 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $4.51K.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1159 holding.
AlphaCore Capital first reported a position in iShares Core International Aggregate Bond Fund in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's iShares Core International Aggregate Bond Fund position peaked at $158K in Q4 2025.
563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.