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IAGG icon

Aspect Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Aspect Partners’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 		$485K Sell
9,580
-7,983
-45% -$400K 0.18% 45
2026
Q1 		$879K Buy
17,563
+4,448
+34% +$224K 0.36% 34
2025
Q4 		$656K Sell
13,115
-183,738
-93% -$9.45M 0.29% 39
2025
Q3 		$10.1M Buy
196,853
+16,166
+9% +$826K 4.58% 6
2025
Q2 		$9.23M Buy
180,687
+12,855
+8% +$651K 4.55% 6
2025
Q1 		$8.39M Buy
167,832
+16,349
+11% +$817K 4.8% 4
2024
Q4 		$7.56M Buy
151,483
+757
+0.5% +$39.1K 4.37% 4
2024
Q3 		$7.81M Buy
150,726
+23,578
+19% +$1.21M 4.38% 5
2024
Q2 		$6.35M Sell
127,148
-13,588
-10% -$676K 3.78% 5
2024
Q1 		$7.03M Buy
140,736
+2,864
+2% +$142K 5.55% 3
2023
Q4 		$6.87M Buy
+137,872
New +$6.81M 4.43% 5

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Aspect Partners's IAGG Position: Q2 2026 in Review

Aspect Partners reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 45% in Q2 2026, selling an estimated $400K and leaving 9,580 shares worth $485K. The position accounts for 0.18% of the portfolio, ranked #45.

Aspect Partners first reported a position in IAGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.1M in Q3 2025. 154 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Aspect Partners held 9,580 shares of iShares Core International Aggregate Bond Fund worth $485K as of Q2 2026.
  • Aspect Partners sold 7,983 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $400K.
  • iShares Core International Aggregate Bond Fund made up 0.18% of Aspect Partners's portfolio in Q2 2026, its #45 holding.
  • Aspect Partners first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's iShares Core International Aggregate Bond Fund position peaked at $10.1M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.