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Avantra Family Wealth’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Avantra Family 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
2026
Q2 		– Sell
-7,206
Closed -$361K – 180
2026
Q1 		$361K Buy
7,206
+91
+1% +$4.57K 0.27% 111
2025
Q4 		$356K Buy
7,115
+74
+1% +$3.81K 0.26% 109
2025
Q3 		$361K Buy
7,041
+40
+0.6% +$2.04K 0.27% 109
2025
Q2 		$358K Buy
+7,001
New +$355K 0.3% 94

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Avantra Family Wealth's IAGG Position: Q2 2026 in Review

Avantra Family Wealth sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 7,206 shares — an estimated $361K sold.

Avantra Family Wealth first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $361K in Q3 2025. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Avantra Family Wealth reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 7,206 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $361K.
  • Avantra Family Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
  • Avantra Family Wealth's iShares Core International Aggregate Bond Fund position peaked at $361K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.