Arete Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Arete Wealth Advisors’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	$763K	Sell	15,249 -2,251	-13%	-$113K	0.06%	236
2025 Q4	$875K	Buy	17,500 +811	+5%	+$41.7K	0.05%	310
2025 Q3	$855K	Sell	16,689 -112	-0.7%	-$5.72K	0.05%	312
2025 Q2	$858K	Buy	+16,801	New	+$851K	0.06%	283
2025 Q1	–	Sell	-4,876	Closed	-$243K	–	752
2024 Q4	$243K	Buy	+4,876	New	+$252K	0.02%	631

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Arete Wealth Advisors's IAGG Position: Q1 2026 in Review

Arete Wealth Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 13% in Q1 2026, selling an estimated $113K and leaving 15,249 shares worth $763K. The position accounts for 0.06% of the portfolio, ranked #236.

Arete Wealth Advisors first reported a position in IAGG in Q4 2024 and has held it in 5 quarters since. The position peaked at $875K in Q4 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Arete Wealth Advisors held 15,249 shares of iShares Core International Aggregate Bond Fund worth $763K as of Q1 2026.
Arete Wealth Advisors sold 2,251 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $113K.
iShares Core International Aggregate Bond Fund made up 0.06% of Arete Wealth Advisors's portfolio in Q1 2026, its #236 holding.
Arete Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 5 quarters since.
Arete Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $875K in Q4 2025.
663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.