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 Q2	–	Sell	-15,249	Closed	-$763K	–	346
2026 Q1	$763K	Sell	15,249 -2,251	-13%	-$113K	0.06%	236
2025 Q4	$875K	Buy	17,500 +811	+5%	+$41.7K	0.06%	250
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

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

Arete Wealth Advisors's IAGG Position: Q2 2026 in Review

Arete Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 15,249 shares — an estimated $763K sold.

Arete Wealth Advisors first reported a position in IAGG in Q4 2024 and held it in 5 quarters. The position peaked at $875K in Q4 2025. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Arete Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Arete Wealth Advisors sold 15,249 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $763K.
Arete Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and held it in 5 quarters.
Arete Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $875K in Q4 2025.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

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