Bannerman Wealth Management Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Bannerman Wealth Management Group’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	$3.82M	Buy	75,435 +5,563	+8%	+$279K	2.23%	11
2026 Q1	$3.5M	Buy	69,872 +678	+1%	+$34.1K	2.36%	11
2025 Q4	$3.46M	Buy	69,194 +3,468	+5%	+$178K	2.45%	10
2025 Q3	$3.37M	Buy	65,726 +4,250	+7%	+$217K	2.48%	10
2025 Q2	$3.14M	Sell	61,476 -6,735	-10%	-$341K	2.41%	10
2025 Q1	$3.41M	Buy	68,211 +1,905	+3%	+$95.2K	2.78%	10
2024 Q4	$3.31M	Buy	+66,306	New	+$3.42M	2.74%	10

Other funds holding IAGG

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bannerman Wealth Management Group's IAGG Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 8% in Q2 2026, buying an estimated $279K and bringing the position to 75,435 shares worth $3.82M. The position accounts for 2.23% of the portfolio, ranked #11.

Bannerman Wealth Management Group first reported a position in IAGG in Q4 2024 and has held it in 7 quarters since. 282 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Bannerman Wealth Management Group held 75,435 shares of iShares Core International Aggregate Bond Fund worth $3.82M as of Q2 2026.
Bannerman Wealth Management Group bought 5,563 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $279K.
iShares Core International Aggregate Bond Fund made up 2.23% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #11 holding.
Bannerman Wealth Management Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
282 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.