AssetMark Inc
IAGG icon

AssetMark Inc’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

AssetMark Inc’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 		$65.2M Buy
1,303,387
+718,504
+123% +$36.1M 0.13% 134
2025
Q4 		$29.3M Buy
584,883
+62,335
+12% +$3.21M 0.06% 257
2025
Q3 		$26.8M Buy
522,548
+480,134
+1,132% +$24.5M 0.06% 253
2025
Q2 		$2.17M Buy
42,414
+41,160
+3,282% +$2.09M 0.01% 749
2025
Q1 		$62.7K Buy
1,254
+57
+5% +$2.85K ﹤0.01% 1383
2024
Q4 		$59.8K Sell
1,197
-1,140
-49% -$58.8K ﹤0.01% 1382
2024
Q3 		$121K Buy
2,337
+22
+1% +$1.13K ﹤0.01% 1115
2024
Q2 		$116K Sell
2,315
-51
-2% -$2.54K ﹤0.01% 1088
2024
Q1 		$118K Sell
2,366
-891
-27% -$44.1K ﹤0.01% 1037
2023
Q4 		$162K Buy
3,257
+1,120
+52% +$55.3K ﹤0.01% 956
2023
Q3 		$104K Sell
2,137
-139
-6% -$6.82K ﹤0.01% 972
2023
Q2 		$112K Sell
2,276
-18
-0.8% -$883 ﹤0.01% 925
2023
Q1 		$112K Sell
2,294
-14,397
-86% -$698K ﹤0.01% 901
2022
Q4 		$794K Buy
16,691
+8,992
+117% +$439K ﹤0.01% 629
2022
Q3 		$372K Buy
7,699
+4,496
+140% +$225K ﹤0.01% 697
2022
Q2 		$160K Sell
3,203
-526
-14% -$26.6K ﹤0.01% 762
2022
Q1 		$194K Buy
3,729
+97
+3% +$5.16K ﹤0.01% 734
2021
Q4 		$198K Sell
3,632
-1,009
-22% -$55.6K ﹤0.01% 698
2021
Q3 		$255K Sell
4,641
-1,872
-29% -$104K ﹤0.01% 539
2021
Q2 		$359K Sell
6,513
-53
-0.8% -$2.91K ﹤0.01% 499
2021
Q1 		$360K Sell
6,566
-917
-12% -$50.8K ﹤0.01% 485
2020
Q4 		$421K Sell
7,483
-15,432
-67% -$862K ﹤0.01% 453
2020
Q3 		$1.27M Sell
22,915
-21,426
-48% -$1.19M 0.01% 314
2020
Q2 		$2.47M Sell
44,341
-3,777
-8% -$209K 0.02% 274
2020
Q1 		$2.63M Sell
48,118
-6,960
-13% -$385K 0.02% 259
2019
Q4 		$3.02M Sell
55,078
-3,138
-5% -$173K 0.02% 291
2019
Q3 		$3.25M Sell
58,216
-5,757
-9% -$318K 0.03% 262
2019
Q2 		$3.48M Buy
63,973
+1,754
+3% +$93.9K 0.03% 245
2019
Q1 		$3.33M Sell
62,219
-2,861
-4% -$151K 0.03% 233
2018
Q4 		$3.4M Sell
65,080
-7,701
-11% -$401K 0.03% 226
2018
Q3 		$3.8M Sell
72,781
-192
-0.3% -$10.1K 0.03% 243
2018
Q2 		$3.85M Buy
72,973
+13,220
+22% +$694K 0.04% 239
2018
Q1 		$2.41M Buy
59,753
+30,031
+101% +$1.56M 0.02% 250
2017
Q4 		$1.55M Buy
29,722
+23
+0.1% +$1.2K 0.02% 270
2017
Q3 		$1.54M Buy
29,699
+22,018
+287% +$1.14M 0.02% 265
2017
Q2 		$398K Buy
+7,681
New +$400K 0.01% 363

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AssetMark Inc's IAGG Position: Q1 2026 in Review

AssetMark Inc increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 123% in Q1 2026, buying an estimated $36.1M and bringing the position to 1,303,387 shares worth $65.2M. The position accounts for 0.13% of the portfolio, ranked #134.

AssetMark Inc first reported a position in IAGG in Q2 2017 and has held it in 36 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • AssetMark Inc held 1,303,387 shares of iShares Core International Aggregate Bond Fund worth $65.2M as of Q1 2026.
  • AssetMark Inc bought 718,504 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $36.1M.
  • iShares Core International Aggregate Bond Fund made up 0.13% of AssetMark Inc's portfolio in Q1 2026, its #134 holding.
  • AssetMark Inc first reported a position in iShares Core International Aggregate Bond Fund in Q2 2017 and has held it in 36 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.