Appleton Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.79M | Buy |
153,964
+10,115
| +7% | +$507K | 0.48% | 59 |
|
|
2026
Q1 | $7.2M | Buy |
143,849
+8,126
| +6% | +$408K | 0.5% | 62 |
|
|
2025
Q4 | $6.79M | Buy |
135,723
+5,456
| +4% | +$281K | 0.45% | 68 |
|
|
2025
Q3 | $6.67M | Buy |
130,267
+3,638
| +3% | +$186K | 0.45% | 69 |
|
|
2025
Q2 | $6.47M | Buy |
126,629
+3,640
| +3% | +$184K | 0.46% | 68 |
|
|
2025
Q1 | $6.15M | Buy |
122,989
+6,688
| +6% | +$334K | 0.48% | 68 |
|
|
2024
Q4 | $5.81M | Buy |
116,301
+3,578
| +3% | +$185K | 0.43% | 70 |
|
|
2024
Q3 | $5.84M | Buy |
112,723
+646
| +0.6% | +$33K | 0.43% | 75 |
|
|
2024
Q2 | $5.59M | Sell |
112,077
-679
| -0.6% | -$33.8K | 0.43% | 72 |
|
|
2024
Q1 | $5.63M | Buy |
112,756
+1,380
| +1% | +$68.3K | 0.44% | 72 |
|
|
2023
Q4 | $5.55M | Buy |
111,376
+1,487
| +1% | +$73.5K | 0.45% | 70 |
|
|
2023
Q3 | $5.36M | Buy |
109,889
+5,032
| +5% | +$247K | 0.48% | 66 |
|
|
2023
Q2 | $5.17M | Buy |
104,857
+1,389
| +1% | +$68.1K | 0.44% | 67 |
|
|
2023
Q1 | $5.07M | Buy |
103,468
+1,865
| +2% | +$90.4K | 0.45% | 62 |
|
|
2022
Q4 | $4.83M | Buy |
101,603
+568
| +0.6% | +$27.7K | 0.46% | 62 |
|
|
2022
Q3 | $4.88M | Buy |
101,035
+2,408
| +2% | +$121K | 0.49% | 60 |
|
|
2022
Q2 | $4.91M | Buy |
98,627
+1,572
| +2% | +$79.6K | 0.46% | 59 |
|
|
2022
Q1 | $5.06M | Buy |
97,055
+3,525
| +4% | +$188K | 0.41% | 67 |
|
|
2021
Q4 | $5.1M | Sell |
93,530
-554
| -0.6% | -$30.5K | 0.38% | 72 |
|
|
2021
Q3 | $5.18M | Buy |
94,084
+3,834
| +4% | +$213K | 0.43% | 68 |
|
|
2021
Q2 | $4.97M | Buy |
90,250
+3,519
| +4% | +$193K | 0.42% | 70 |
|
|
2021
Q1 | $4.76M | Buy |
86,731
+5,151
| +6% | +$285K | 0.44% | 64 |
|
|
2020
Q4 | $4.59M | Buy |
81,580
+4,129
| +5% | +$231K | 0.45% | 62 |
|
|
2020
Q3 | $4.31M | Buy |
77,451
+3,035
| +4% | +$169K | 0.48% | 56 |
|
|
2020
Q2 | $4.14M | Sell |
74,416
-480
| -0.6% | -$26.5K | 0.5% | 55 |
|
|
2020
Q1 | $4.1M | Buy |
74,896
+1,025
| +1% | +$56.7K | 0.57% | 45 |
|
|
2019
Q4 | $4.05M | Buy |
73,871
+998
| +1% | +$55K | 0.44% | 58 |
|
|
2019
Q3 | $4.07M | Sell |
72,873
-1,250
| -2% | -$69.1K | 0.49% | 56 |
|
|
2019
Q2 | $4.04M | Buy |
74,123
+2,915
| +4% | +$156K | 0.5% | 55 |
|
|
2019
Q1 | $3.81M | Sell |
71,208
-769
| -1% | -$40.5K | 0.5% | 56 |
|
|
2018
Q4 | $3.76M | Sell |
71,977
-5,775
| -7% | -$301K | 0.56% | 54 |
|
|
2018
Q3 | $4.06M | Buy |
77,752
+9,435
| +14% | +$495K | 0.54% | 57 |
|
|
2018
Q2 | $3.6M | Buy |
68,317
+18,235
| +36% | +$957K | 0.52% | 61 |
|
|
2018
Q1 | $2.64M | Buy |
50,082
+32,352
| +182% | +$1.68M | 0.4% | 76 |
|
|
2017
Q4 | $923K | Buy |
+17,730
| New | +$924K | 0.14% | 139 |
|
Other funds holding IAGG
MMI
WI
TWIM
NFA
Appleton Partners's IAGG Position: Q2 2026 in Review
Appleton Partners increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 7% in Q2 2026, buying an estimated $507K and bringing the position to 153,964 shares worth $7.79M. The position accounts for 0.48% of the portfolio, ranked #59.
Appleton Partners first reported a position in IAGG in Q4 2017 and has held it in 35 quarters since. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.
- Appleton Partners held 153,964 shares of iShares Core International Aggregate Bond Fund worth $7.79M as of Q2 2026.
- Appleton Partners bought 10,115 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $507K.
- iShares Core International Aggregate Bond Fund made up 0.48% of Appleton Partners's portfolio in Q2 2026, its #59 holding.
- Appleton Partners first reported a position in iShares Core International Aggregate Bond Fund in Q4 2017 and has held it in 35 quarters since.
- 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.
Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.