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

Apollon 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	$22.1M	Buy	436,171 +32,089	+8%	+$1.61M	0.27%	72
2026 Q1	$20.2M	Sell	404,082 -3,953	-1%	-$199K	0.33%	60
2025 Q4	$20.4M	Buy	408,035 +3,286	+0.8%	+$169K	0.35%	54
2025 Q3	$20.7M	Buy	404,749 +8,334	+2%	+$426K	0.37%	52
2025 Q2	$20.3M	Sell	396,415 -11,324	-3%	-$574K	0.4%	47
2025 Q1	$20.4M	Buy	407,739 +101,493	+33%	+$5.07M	0.45%	45
2024 Q4	$15.3M	Buy	306,246 +16,882	+6%	+$871K	0.35%	56
2024 Q3	$15M	Buy	289,364 +90,399	+45%	+$4.62M	0.42%	45
2024 Q2	$9.93M	Buy	198,965 +16,811	+9%	+$836K	0.3%	61
2024 Q1	$9.1M	Buy	182,154 +41,448	+29%	+$2.05M	0.29%	65
2023 Q4	$7.01M	Buy	140,706 +53,437	+61%	+$2.64M	0.24%	78
2023 Q3	$4.26M	Buy	+87,269	New	+$4.28M	0.21%	87
2022 Q2	–	Sell	-5,107	Closed	-$266K	–	776
2022 Q1	$266K	Sell	5,107 -326	-6%	-$17.3K	0.02%	617
2021 Q4	$296K	Sell	5,433 -569	-9%	-$31.3K	0.02%	583
2021 Q3	$330K	Sell	6,002 -984	-14%	-$54.7K	0.05%	330
2021 Q2	$385K	Sell	6,986 -37,174	-84%	-$2.04M	0.07%	249
2021 Q1	$2.42M	Buy	44,160 +5,543	+14%	+$307K	0.47%	46
2020 Q4	$2.17M	Sell	38,617 -9,295	-19%	-$519K	0.59%	43
2020 Q3	$2.67M	Buy	47,912 +1,590	+3%	+$88.5K	1.2%	15
2020 Q2	$2.58M	Buy	46,322 +1,431	+3%	+$79.1K	1.42%	13
2020 Q1	$2.46M	Buy	44,891 +15,655	+54%	+$866K	2.52%	7
2019 Q4	$1.6M	Buy	29,236 +7,484	+34%	+$412K	1.42%	16
2019 Q3	$1.21M	Buy	21,752 +2,784	+15%	+$154K	1.27%	18
2019 Q2	$1.03M	Buy	18,968 +2,429	+15%	+$130K	1.19%	19
2019 Q1	$885K	Sell	16,539 -87,691	-84%	-$4.61M	1.17%	20
2018 Q4	$5.48M	Buy	+104,230	New	+$5.43M	5.05%	10

Other funds holding IAGG

MMI

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

Apollon Wealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 7.9% in Q2 2026, buying an estimated $1.61M and bringing the position to 436,171 shares worth $22.1M. The position accounts for 0.27% of the portfolio, ranked #72.

Apollon Wealth Management first reported a position in IAGG in Q4 2018 and has held it in 26 quarters since. 167 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Apollon Wealth Management held 436,171 shares of iShares Core International Aggregate Bond Fund worth $22.1M as of Q2 2026.
Apollon Wealth Management bought 32,089 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.61M.
iShares Core International Aggregate Bond Fund made up 0.27% of Apollon Wealth Management's portfolio in Q2 2026, its #72 holding.
Apollon Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and has held it in 26 quarters since.
167 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.