BC
IAGG icon

Barrett & Company’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Barrett & Company’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
Q1 		– Sell
-9
Closed -$466 – 662
2025
Q4 		$466 Buy
+9
New +$463 ﹤0.01% 642

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Barrett & Company's IAGG Position: Q1 2026 in Review

Barrett & Company sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026, closing a stake of 9 shares — an estimated $466 sold.

Barrett & Company first reported a position in IAGG in Q4 2025 and held it in 1 quarter. The position peaked at $466 in Q4 2025. 671 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Barrett & Company reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Barrett & Company sold 9 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $466.
  • Barrett & Company first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and held it in 1 quarter.
  • Barrett & Company's iShares Core International Aggregate Bond Fund position peaked at $466 in Q4 2025.
  • 671 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.