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Austin Private Wealth’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Austin Private Wealth’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
Q4 		$11.3M Buy
226,200
+2,113
+0.9% +$109K 0.84% 35
2025
Q3 		$11.5M Sell
224,087
-4,273
-2% -$218K 0.87% 32
2025
Q2 		$11.7M Buy
+228,360
New +$11.6M 0.92% 30

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
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 $86.1B AUM 29.11% 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 $1.37T AUM 24.88% 1-Year Est. Return

Austin Private Wealth's IAGG Position: Q4 2025 in Review

Austin Private Wealth increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.94% in Q4 2025, buying an estimated $109K and bringing the position to 226,200 shares worth $11.3M. The position accounts for 0.84% of the portfolio, ranked #35.

Austin Private Wealth first reported a position in IAGG in Q2 2025 and has held it in 3 quarters since. The position peaked at $11.7M in Q2 2025. 631 funds tracked by Wall St. Rank hold IAGG as of Q4 2025.

  • Austin Private Wealth held 226,200 shares of iShares Core International Aggregate Bond Fund worth $11.3M as of Q4 2025.
  • Austin Private Wealth bought 2,113 iShares Core International Aggregate Bond Fund shares in Q4 2025, an estimated $109K.
  • iShares Core International Aggregate Bond Fund made up 0.84% of Austin Private Wealth's portfolio in Q4 2025, its #35 holding.
  • Austin Private Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 3 quarters since.
  • Austin Private Wealth's iShares Core International Aggregate Bond Fund position peaked at $11.7M in Q2 2025.
  • 631 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.