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 Q3	–	Sell	-9,004	Closed	-$456K	–	65
2026 Q2	$456K	Sell	9,004 -20	-0.2%	-$1K	0.28%	49
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

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

Apex Wealth Management's IAGG Position: Q3 2026 in Review

Apex Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2026, closing a stake of 9,004 shares — an estimated $456K sold.

Apex Wealth Management first reported a position in IAGG in Q2 2025 and held it in 5 quarters. The position peaked at $1.58M in Q4 2025. 308 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Apex Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2026 after selling out during the quarter.
Apex Wealth Management sold 9,004 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $456K.
Apex Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 5 quarters.
Apex Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $1.58M in Q4 2025.
308 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.