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

Annex 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 Q3	$2.58M	Sell	52,510 -1,423,532	-96%	-$70.8M	0.04%	144
2026 Q2	$74.7M	Buy	1,476,042 +129,127	+10%	+$6.47M	1.27%	24
2026 Q1	$67.4M	Buy	+1,346,915	New	+$67.7M	1.26%	25

Other funds holding IAGG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Annex Advisory Services's IAGG Position: Q3 2026 in Review

Annex Advisory Services reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 96% in Q3 2026, selling an estimated $70.8M and leaving 52,510 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #144.

Annex Advisory Services first reported a position in IAGG in Q1 2026 and has held it in 3 quarters since. The position peaked at $74.7M in Q2 2026. 150 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Annex Advisory Services held 52,510 shares of iShares Core International Aggregate Bond Fund worth $2.58M as of Q3 2026.
Annex Advisory Services sold 1,423,532 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $70.8M.
iShares Core International Aggregate Bond Fund made up 0.04% of Annex Advisory Services's portfolio in Q3 2026, its #144 holding.
Annex Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q1 2026 and has held it in 3 quarters since.
Annex Advisory Services's iShares Core International Aggregate Bond Fund position peaked at $74.7M in Q2 2026.
150 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.