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IAGG icon

Apella Capital’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Apella Capital’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 		$43M Buy
861,066
+143,758
+20% +$7.2M 0.61% 42
2026
Q1 		$36M Buy
717,308
+196,879
+38% +$9.89M 0.53% 47
2025
Q4 		$26M Buy
520,429
+109,838
+27% +$5.65M 0.51% 48
2025
Q3 		$21.3M Buy
410,591
+97,445
+31% +$4.98M 0.47% 50
2025
Q2 		$16M Buy
313,146
+100,137
+47% +$5.07M 0.43% 49
2025
Q1 		$10.7M Buy
213,009
+154,073
+261% +$7.7M 0.37% 58
2024
Q4 		$2.94M Buy
58,936
+35,803
+155% +$1.85M 0.11% 97
2024
Q3 		$1.2M Sell
23,133
-1,313
-5% -$67.1K 0.05% 140
2024
Q2 		$1.22M Sell
24,446
-315
-1% -$15.7K 0.05% 138
2024
Q1 		$1.23M Sell
24,761
-5,984
-19% -$296K 0.06% 129
2023
Q4 		$1.52M Buy
30,745
+13,952
+83% +$689K 0.08% 108
2023
Q3 		$819K Sell
16,793
-134
-0.8% -$6.58K 0.06% 133
2023
Q2 		$834K Buy
+16,927
New +$830K 0.06% 130
2022
Q4 		$1.01M Sell
21,290
-15,395
-42% -$752K 0.09% 104
2022
Q3 		$1.77M Buy
36,685
+16,410
+81% +$822K 0.21% 69
2022
Q2 		$1.01M Sell
20,275
-10,962
-35% -$555K 0.12% 101
2022
Q1 		$1.63M Buy
31,237
+20,047
+179% +$1.07M 0.23% 65
2021
Q4 		$610K Sell
11,190
-13,720
-55% -$756K 0.08% 120
2021
Q3 		$1.37M Buy
24,910
+1,482
+6% +$82.5K 0.2% 80
2021
Q2 		$1.29M Buy
+23,428
New +$1.29M 0.21% 78

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Apella Capital's IAGG Position: Q2 2026 in Review

Apella Capital increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 20% in Q2 2026, buying an estimated $7.2M and bringing the position to 861,066 shares worth $43M. The position accounts for 0.61% of the portfolio, ranked #42.

Apella Capital first reported a position in IAGG in Q2 2021 and has held it in 20 quarters since. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Apella Capital held 861,066 shares of iShares Core International Aggregate Bond Fund worth $43M as of Q2 2026.
  • Apella Capital bought 143,758 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $7.2M.
  • iShares Core International Aggregate Bond Fund made up 0.61% of Apella Capital's portfolio in Q2 2026, its #42 holding.
  • Apella Capital first reported a position in iShares Core International Aggregate Bond Fund in Q2 2021 and has held it in 20 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.