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 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apex Wealth Management's IAGG Position: Q2 2026 in Review

Apex Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.22% in Q2 2026, selling an estimated $1K and leaving 9,004 shares worth $456K. The position accounts for 0.28% of the portfolio, ranked #49.

Apex Wealth Management first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q4 2025. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Apex Wealth Management held 9,004 shares of iShares Core International Aggregate Bond Fund worth $456K as of Q2 2026.
Apex Wealth Management sold 20 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1K.
iShares Core International Aggregate Bond Fund made up 0.28% of Apex Wealth Management's portfolio in Q2 2026, its #49 holding.
Apex Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
Apex Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $1.58M in Q4 2025.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.