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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
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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Annex Advisory Services's IAGG Position: Q2 2026 in Review

Annex Advisory Services increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 9.6% in Q2 2026, buying an estimated $6.47M and bringing the position to 1,476,042 shares worth $74.7M. The position accounts for 1.27% of the portfolio, ranked #24.

Annex Advisory Services first reported a position in IAGG in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Annex Advisory Services held 1,476,042 shares of iShares Core International Aggregate Bond Fund worth $74.7M as of Q2 2026.
  • Annex Advisory Services bought 129,127 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $6.47M.
  • iShares Core International Aggregate Bond Fund made up 1.27% of Annex Advisory Services's portfolio in Q2 2026, its #24 holding.
  • Annex Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.