Alterna Wealth Management
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
Q3 		$1.98M Sell
40,233
-20,950
-34% -$1.04M 1.1% 31
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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Alterna Wealth Management's IAGG Position: Q3 2026 in Review

Alterna Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 34% in Q3 2026, selling an estimated $1.04M and leaving 40,233 shares worth $1.98M. The position accounts for 1.1% of the portfolio, ranked #31.

Alterna Wealth Management first reported a position in IAGG in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.8M in Q1 2026. 339 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Alterna Wealth Management held 40,233 shares of iShares Core International Aggregate Bond Fund worth $1.98M as of Q3 2026.
  • Alterna Wealth Management sold 20,950 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $1.04M.
  • iShares Core International Aggregate Bond Fund made up 1.1% of Alterna Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Alterna Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 6 quarters since.
  • Alterna Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $3.8M in Q1 2026.
  • 339 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.