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

Balance 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 		$4.28M Buy
84,517
+1,185
+1% +$59.4K 1.14% 18
2026
Q1 		$4.17M Buy
83,332
+949
+1% +$47.7K 1.29% 19
2025
Q4 		$4.12M Sell
82,383
-62,633
-43% -$3.22M 1.32% 15
2025
Q3 		$7.43M Buy
+145,016
New +$7.41M 1.84% 12

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
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Balance Wealth's IAGG Position: Q2 2026 in Review

Balance Wealth increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.4% in Q2 2026, buying an estimated $59.4K and bringing the position to 84,517 shares worth $4.28M. The position accounts for 1.14% of the portfolio, ranked #18.

Balance Wealth first reported a position in IAGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.43M in Q3 2025. 192 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Balance Wealth held 84,517 shares of iShares Core International Aggregate Bond Fund worth $4.28M as of Q2 2026.
  • Balance Wealth bought 1,185 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $59.4K.
  • iShares Core International Aggregate Bond Fund made up 1.14% of Balance Wealth's portfolio in Q2 2026, its #18 holding.
  • Balance Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q3 2025 and has held it in 4 quarters since.
  • Balance Wealth's iShares Core International Aggregate Bond Fund position peaked at $7.43M in Q3 2025.
  • 192 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.