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Ameritas Advisory Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Ameritas Advisory Services’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 		$376K Buy
7,511
+2,841
+61% +$143K 0.01% 680
2025
Q4 		$234K Sell
4,670
-935
-17% -$48.1K 0.01% 850
2025
Q3 		$287K Sell
5,605
-7,015
-56% -$358K 0.02% 531
2025
Q2 		$645K Sell
12,620
-8,049
-39% -$408K 0.03% 440
2025
Q1 		$1.03M Sell
20,669
-2,635
-11% -$132K 0.04% 389
2024
Q4 		$1.16M Buy
23,304
+2
+0% +$103 0.04% 375
2024
Q3 		$1.21M Buy
23,302
+324
+1% +$16.6K 0.05% 339
2024
Q2 		$1.15M Buy
22,978
+596
+3% +$29.6K 0.04% 372
2024
Q1 		$1.12M Buy
22,382
+6,137
+38% +$304K 0.05% 353
2023
Q4 		$808K Sell
16,245
-8,465
-34% -$418K 0.04% 332
2023
Q3 		$1.2M Buy
24,710
+18,692
+311% +$917K 0.06% 301
2023
Q2 		$294K Sell
6,018
-13,621
-69% -$668K 0.04% 408
2023
Q1 		$957K Sell
19,639
-316
-2% -$15.3K 0.05% 328
2022
Q4 		$949K Buy
19,955
+1,019
+5% +$49.8K 0.04% 365
2022
Q3 		$915K Buy
18,936
+1,401
+8% +$70.2K 0.05% 295
2022
Q2 		$873K Buy
17,535
+885
+5% +$44.8K 0.05% 314
2022
Q1 		$868K Buy
16,650
+574
+4% +$30.5K 0.03% 362
2021
Q4 		$877K Buy
+16,076
New +$885K 0.03% 361

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 $12.8B AUM 19.73% 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

Ameritas Advisory Services's IAGG Position: Q1 2026 in Review

Ameritas Advisory Services increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 61% in Q1 2026, buying an estimated $143K and bringing the position to 7,511 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #680.

Ameritas Advisory Services first reported a position in IAGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.21M in Q3 2024. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Ameritas Advisory Services held 7,511 shares of iShares Core International Aggregate Bond Fund worth $376K as of Q1 2026.
  • Ameritas Advisory Services bought 2,841 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $143K.
  • iShares Core International Aggregate Bond Fund made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #680 holding.
  • Ameritas Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's iShares Core International Aggregate Bond Fund position peaked at $1.21M in Q3 2024.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.