AWM
IAGG icon

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

Alterna 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 		$3.1M Sell
61,183
-14,720
-19% -$738K 1.78% 13
2026
Q1 		$3.8M Buy
75,903
+22,801
+43% +$1.15M 2.88% 8
2025
Q4 		$2.66M Buy
53,102
+691
+1% +$35.5K 2.21% 14
2025
Q3 		$2.69M Buy
52,411
+5,119
+11% +$262K 2.21% 13
2025
Q2 		$2.42M Buy
+47,292
New +$2.4M 1.93% 14

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

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

Alterna Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 19% in Q2 2026, selling an estimated $738K and leaving 61,183 shares worth $3.1M. The position accounts for 1.78% of the portfolio, ranked #13.

Alterna Wealth Management first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.8M in Q1 2026. 192 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Alterna Wealth Management held 61,183 shares of iShares Core International Aggregate Bond Fund worth $3.1M as of Q2 2026.
  • Alterna Wealth Management sold 14,720 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $738K.
  • iShares Core International Aggregate Bond Fund made up 1.78% of Alterna Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Alterna Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • Alterna Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $3.8M in Q1 2026.
  • 192 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.