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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
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

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

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

Apollon Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.97% in Q1 2026, selling an estimated $199K and leaving 404,082 shares worth $20.2M. The position accounts for 0.33% of the portfolio, ranked #60.

Apollon Wealth Management first reported a position in IAGG in Q4 2018 and has held it in 25 quarters since. The position peaked at $20.7M in Q3 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Apollon Wealth Management held 404,082 shares of iShares Core International Aggregate Bond Fund worth $20.2M as of Q1 2026.
  • Apollon Wealth Management sold 3,953 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $199K.
  • iShares Core International Aggregate Bond Fund made up 0.33% of Apollon Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Apollon Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and has held it in 25 quarters since.
  • Apollon Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $20.7M in Q3 2025.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.