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

Arkadios 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	$623K	Buy	12,457 +4,125	+50%	+$207K	0.01%	1003
2025 Q4	$417K	Buy	8,332 +1,871	+29%	+$96.2K	0.01%	1098
2025 Q3	$331K	Buy	6,461 +394	+6%	+$20.1K	0.01%	1121
2025 Q2	$310K	Buy	+6,067	New	+$307K	0.01%	1040
2021 Q4	–	Sell	-653	Closed	-$35K	–	1117
2021 Q3	$35K	Sell	653 -5	-0.8%	-$278	0.01%	1005
2021 Q2	$36K	Sell	658 -115	-15%	-$6.32K	﹤0.01%	1048
2021 Q1	$42K	Sell	773 -474	-38%	-$26.3K	0.01%	736
2020 Q4	$70K	Buy	+1,247	New	+$69.7K	0.01%	495
2020 Q2	–	Sell	-15	Closed	-$824	–	1040
2020 Q1	$824	Hold	15	–	–	﹤0.01%	983
2019 Q4	$837	Buy	+15	New	+$826	﹤0.01%	908

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

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

Arkadios Wealth Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 50% in Q1 2026, buying an estimated $207K and bringing the position to 12,457 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #1003.

Arkadios Wealth Advisors first reported a position in IAGG in Q4 2019 and has held it in 10 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Arkadios Wealth Advisors held 12,457 shares of iShares Core International Aggregate Bond Fund worth $623K as of Q1 2026.
Arkadios Wealth Advisors bought 4,125 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $207K.
iShares Core International Aggregate Bond Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1003 holding.
Arkadios Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 10 quarters since.
663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

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