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Bear Mountain Capital’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Bear Mountain Capital’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 		$1.16M Sell
23,312
-84
-0.4% -$4.21K 0.34% 28
2026
Q1 		$1.17M Sell
23,396
-221
-0.9% -$11.1K 0.35% 29
2025
Q4 		$1.19M Buy
23,617
+8,460
+56% +$435K 0.38% 29
2025
Q3 		$785K Sell
15,157
-1,225
-7% -$62.6K 0.26% 32
2025
Q2 		$834K Sell
16,382
-2,131
-12% -$108K 0.3% 32
2025
Q1 		$939K Sell
18,513
-334
-2% -$16.7K 0.36% 32
2024
Q4 		$940K Buy
18,847
+7,698
+69% +$397K 0.37% 30
2024
Q3 		$577K Sell
11,149
-38
-0.3% -$1.94K 0.23% 33
2024
Q2 		$563K Sell
11,187
-314
-3% -$15.6K 0.23% 34
2024
Q1 		$570K Sell
11,501
-401
-3% -$19.9K 0.25% 33
2023
Q4 		$587K Buy
+11,902
New +$588K 0.25% 34

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 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

Bear Mountain Capital's IAGG Position: Q2 2026 in Review

Bear Mountain Capital reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.36% in Q2 2026, selling an estimated $4.21K and leaving 23,312 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #28.

Bear Mountain Capital first reported a position in IAGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2025. 247 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Bear Mountain Capital held 23,312 shares of iShares Core International Aggregate Bond Fund worth $1.16M as of Q2 2026.
  • Bear Mountain Capital sold 84 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $4.21K.
  • iShares Core International Aggregate Bond Fund made up 0.34% of Bear Mountain Capital's portfolio in Q2 2026, its #28 holding.
  • Bear Mountain Capital first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • Bear Mountain Capital's iShares Core International Aggregate Bond Fund position peaked at $1.19M in Q4 2025.
  • 247 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.