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 Q3	$642K	Buy	13,045 +3,465	+36%	+$172K	0.24%	41
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

Aspect Partners's IAGG Position: Q3 2026 in Review

Aspect Partners increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 36% in Q3 2026, buying an estimated $172K and bringing the position to 13,045 shares worth $642K. The position accounts for 0.24% of the portfolio, ranked #41.

Aspect Partners first reported a position in IAGG in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.1M in Q3 2025. 158 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Aspect Partners held 13,045 shares of iShares Core International Aggregate Bond Fund worth $642K as of Q3 2026.
Aspect Partners bought 3,465 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $172K.
iShares Core International Aggregate Bond Fund made up 0.24% of Aspect Partners's portfolio in Q3 2026, its #41 holding.
Aspect Partners first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's iShares Core International Aggregate Bond Fund position peaked at $10.1M in Q3 2025.
158 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.