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 Q2	–	Sell	-12,457	Closed	-$623K	–	1816
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

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

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

Arkadios Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 12,457 shares — an estimated $623K sold.

Arkadios Wealth Advisors first reported a position in IAGG in Q4 2019 and held it in 10 quarters. The position peaked at $623K in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Arkadios Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 12,457 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $623K.
Arkadios Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 10 quarters.
Arkadios Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $623K in Q1 2026.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.