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B. Riley Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

B. Riley Wealth Advisors’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
-18,793
Closed -$936K – 967
2026
Q1 		$936K Sell
18,793
-673
-3% -$33.8K 0.06% 303
2025
Q4 		$973K Buy
19,466
+154
+0.8% +$7.92K 0.04% 351
2025
Q3 		$989K Buy
19,312
+1,356
+8% +$69.3K 0.05% 343
2025
Q2 		$917K Buy
+17,956
New +$910K 0.04% 371
2024
Q4 		– Sell
-7,452
Closed -$386K – 1206
2024
Q3 		$386K Sell
7,452
-159
-2% -$8.13K 0.01% 846
2024
Q2 		$380K Buy
+7,611
New +$378K 0.01% 929
2023
Q3 		– Sell
-6,981
Closed -$344K – 1578
2023
Q2 		$344K Buy
+6,981
New +$342K 0.01% 1045
2022
Q2 		– Sell
-4,400
Closed -$230K – 1299
2022
Q1 		$230K Sell
4,400
-867
-16% -$46.1K 0.01% 1147
2021
Q4 		$288K Sell
5,267
-135
-2% -$7.43K 0.01% 1098
2021
Q3 		$298K Sell
5,402
-48
-0.9% -$2.67K 0.01% 1042
2021
Q2 		$301K Buy
5,450
+61
+1% +$3.35K 0.01% 1017
2021
Q1 		$296K Sell
5,389
-105,001
-95% -$5.82M 0.01% 1007
2020
Q4 		$6.21M Buy
110,390
+9,792
+10% +$547K 0.33% 70
2020
Q3 		$5.6M Buy
100,598
+2,336
+2% +$130K 0.3% 84
2020
Q2 		$5.47M Buy
98,262
+1,551
+2% +$85.7K 0.37% 69
2020
Q1 		$5.29M Buy
96,711
+5,813
+6% +$322K 0.45% 47
2019
Q4 		$4.98M Buy
90,898
+4,847
+6% +$267K 0.42% 51
2019
Q3 		$4.8M Buy
86,051
+81,804
+1,926% +$4.52M 0.47% 41
2019
Q2 		$232K Buy
+4,247
New +$227K 0.03% 663

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

B. Riley Wealth Advisors's IAGG Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 18,793 shares — an estimated $936K sold.

B. Riley Wealth Advisors first reported a position in IAGG in Q2 2019 and held it in 19 quarters. The position peaked at $6.21M in Q4 2020. 154 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 18,793 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $936K.
  • B. Riley Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and held it in 19 quarters.
  • B. Riley Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $6.21M in Q4 2020.
  • 154 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.