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Apex Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Apex 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
Q1 		$452K Sell
9,024
-22,332
-71% -$1.12M 0.31% 48
2025
Q4 		$1.58M Buy
31,356
+855
+3% +$44K 1.6% 20
2025
Q3 		$1.56M Buy
30,501
+1,511
+5% +$77.2K 1.12% 28
2025
Q2 		$1.48M Buy
+28,990
New +$1.47M 1.19% 25

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 $11.5B AUM 18.72% 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

Apex Wealth Management's IAGG Position: Q1 2026 in Review

Apex Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 71% in Q1 2026, selling an estimated $1.12M and leaving 9,024 shares worth $452K. The position accounts for 0.31% of the portfolio, ranked #48.

Apex Wealth Management first reported a position in IAGG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.58M in Q4 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Apex Wealth Management held 9,024 shares of iShares Core International Aggregate Bond Fund worth $452K as of Q1 2026.
  • Apex Wealth Management sold 22,332 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $1.12M.
  • iShares Core International Aggregate Bond Fund made up 0.31% of Apex Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Apex Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 4 quarters since.
  • Apex Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $1.58M in Q4 2025.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.