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

Atria Wealth Solutions’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
2025
Q2 		$9.24M Buy
180,948
+122,229
+208% +$6.19M 0.21% 106
2025
Q1 		$2.94M Buy
58,719
+491
+0.8% +$24.5K 0.04% 505
2024
Q4 		$2.91M Buy
58,228
+9,862
+20% +$509K 0.03% 511
2024
Q3 		$2.51M Buy
48,366
+3,391
+8% +$173K 0.03% 552
2024
Q2 		$2.25M Buy
44,975
+6,621
+17% +$329K 0.02% 590
2024
Q1 		$1.92M Buy
38,354
+416
+1% +$20.6K 0.02% 657
2023
Q4 		$1.89M Buy
37,938
+125
+0.3% +$6.18K 0.02% 619
2023
Q3 		$1.84M Buy
37,813
+940
+3% +$46.1K 0.03% 585
2023
Q2 		$1.82M Sell
36,873
-336
-0.9% -$16.5K 0.02% 600
2023
Q1 		$1.82M Sell
37,209
-78,813
-68% -$3.82M 0.03% 574
2022
Q4 		$5.52M Buy
116,022
+12,528
+12% +$612K 0.09% 242
2022
Q3 		$5M Sell
103,494
-415
-0.4% -$20.8K 0.09% 232
2022
Q2 		$5.18M Buy
103,909
+1,851
+2% +$93.7K 0.1% 229
2022
Q1 		$5.32M Buy
+102,058
New +$5.43M 0.09% 237

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's IAGG Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 208% in Q2 2025, buying an estimated $6.19M and bringing the position to 180,948 shares worth $9.24M. The position accounts for 0.21% of the portfolio, ranked #106.

Atria Wealth Solutions first reported a position in IAGG in Q1 2022 and has held it in 14 quarters since. 556 funds tracked by Wall St. Rank hold IAGG as of Q2 2025.

  • Atria Wealth Solutions held 180,948 shares of iShares Core International Aggregate Bond Fund worth $9.24M as of Q2 2025.
  • Atria Wealth Solutions bought 122,229 iShares Core International Aggregate Bond Fund shares in Q2 2025, an estimated $6.19M.
  • iShares Core International Aggregate Bond Fund made up 0.21% of Atria Wealth Solutions's portfolio in Q2 2025, its #106 holding.
  • Atria Wealth Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q1 2022 and has held it in 14 quarters since.
  • 556 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.