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Atria Investments’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Atria Investments’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 		$413K Sell
8,157
-212,185
-96% -$10.6M ﹤0.01% 1628
2026
Q1 		$11M Buy
220,342
+28,231
+15% +$1.42M 0.12% 174
2025
Q4 		$9.61M Buy
192,111
+4,096
+2% +$211K 0.11% 203
2025
Q3 		$9.63M Buy
188,015
+39,772
+27% +$2.03M 0.11% 199
2025
Q2 		$7.57M Buy
+148,243
New +$7.51M 0.09% 257
2024
Q3 		– Sell
-4,261
Closed -$213K – 1967
2024
Q2 		$213K Buy
+4,261
New +$212K ﹤0.01% 1790

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Investments's IAGG Position: Q2 2026 in Review

Atria Investments reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 96% in Q2 2026, selling an estimated $10.6M and leaving 8,157 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Atria Investments first reported a position in IAGG in Q2 2024 and has held it in 6 quarters since. The position peaked at $11M in Q1 2026. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Atria Investments held 8,157 shares of iShares Core International Aggregate Bond Fund worth $413K as of Q2 2026.
  • Atria Investments sold 212,185 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $10.6M.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1628 holding.
  • Atria Investments first reported a position in iShares Core International Aggregate Bond Fund in Q2 2024 and has held it in 6 quarters since.
  • Atria Investments's iShares Core International Aggregate Bond Fund position peaked at $11M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.