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Avantax Advisory Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Avantax Advisory Services’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 		$7.83M Buy
+153,329
New +$7.77M 0.04% 326
2025
Q1 		– Sell
-5,333
Closed -$266K – 2280
2024
Q4 		$266K Buy
5,333
+301
+6% +$15.5K ﹤0.01% 1861
2024
Q3 		$261K Sell
5,032
-5,762
-53% -$295K ﹤0.01% 1858
2024
Q2 		$539K Buy
10,794
+5,081
+89% +$253K ﹤0.01% 1318
2024
Q1 		$285K Buy
5,713
+8
+0.1% +$396 ﹤0.01% 1324
2023
Q4 		$284K Sell
5,705
-15,313
-73% -$757K ﹤0.01% 1266
2023
Q3 		$1.03M Sell
21,018
-4,392
-17% -$216K 0.01% 682
2023
Q2 		$1.25M Buy
25,410
+5,049
+25% +$248K 0.01% 606
2023
Q1 		$997K Sell
20,361
-145
-0.7% -$7.03K 0.01% 665
2022
Q4 		$975K Buy
20,506
+1,084
+6% +$52.9K 0.01% 648
2022
Q3 		$939K Buy
19,422
+1,412
+8% +$70.8K 0.01% 573
2022
Q2 		$897K Buy
18,010
+596
+3% +$30.2K 0.01% 584
2022
Q1 		$906K Buy
17,414
+1,224
+8% +$65.1K 0.01% 570
2021
Q4 		$883K Sell
16,190
-1,362
-8% -$75K 0.01% 559
2021
Q3 		$968K Buy
17,552
+846
+5% +$47.1K 0.02% 501
2021
Q2 		$925K Buy
16,706
+25
+0.1% +$1.37K 0.02% 493
2021
Q1 		$918K Sell
16,681
-3,485
-17% -$193K 0.02% 450
2020
Q4 		$1.13M Sell
20,166
-4,871
-19% -$272K 0.03% 373
2020
Q3 		$1.39M Buy
25,037
+6,391
+34% +$356K 0.02% 435
2020
Q2 		$1.04M Buy
18,646
+1,201
+7% +$66.4K 0.03% 336
2020
Q1 		$951K Buy
+17,445
New +$965K 0.03% 312

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's IAGG Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2025: 153,329 shares worth $7.83M. The stake represents 0.04% of the portfolio and ranks #326 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in IAGG as recently as Q4 2024.

Avantax Advisory Services first reported a position in IAGG in Q1 2020 and has held it in 21 quarters since. 553 funds tracked by Wall St. Rank hold IAGG as of Q2 2025.

  • Avantax Advisory Services held 153,329 shares of iShares Core International Aggregate Bond Fund worth $7.83M as of Q2 2025.
  • iShares Core International Aggregate Bond Fund was a new Avantax Advisory Services position in Q2 2025.
  • iShares Core International Aggregate Bond Fund made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #326 holding.
  • Avantax Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q1 2020 and has held it in 21 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.