Beaird Harris Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Beaird Harris Wealth Management’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	$51	Hold	1	–	–	﹤0.01%	688
2026 Q1	$51	Hold	1	–	–	﹤0.01%	669
2025 Q4	$51	Buy	+1	New	+$51	﹤0.01%	688
2022 Q4	–	Sell	-177	Closed	-$9K	–	753
2022 Q3	$9K	Hold	177	–	–	﹤0.01%	288
2022 Q2	$9K	Hold	177	–	–	﹤0.01%	256
2022 Q1	$9K	Sell	177 -3	-2%	-$160	﹤0.01%	344
2021 Q4	$10K	Buy	+180	New	+$9.91K	﹤0.01%	402

Other funds holding IAGG

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return