Belpointe Asset Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Belpointe Asset 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	$1.06M	Buy	20,926 +4,128	+25%	+$207K	0.03%	479
2026 Q1	$841K	Buy	16,798 +552	+3%	+$27.7K	0.03%	518
2025 Q4	$812K	Buy	16,246 +6,346	+64%	+$326K	0.03%	506
2025 Q3	$507K	Buy	+9,900	New	+$506K	0.02%	624
2025 Q2	–	Sell	-4,660	Closed	-$233K	–	982
2025 Q1	$233K	Buy	+4,660	New	+$233K	0.01%	800
2023 Q2	–	Sell	-2,089	Closed	-$102K	–	1823
2023 Q1	$102K	Sell	2,089 -176	-8%	-$8.53K	0.01%	1293
2022 Q4	$108K	Sell	2,265 -2,513	-53%	-$123K	0.01%	1197
2022 Q3	$231K	Sell	4,778 -89	-2%	-$4.46K	0.02%	774
2022 Q2	$243K	Buy	+4,867	New	+$246K	0.02%	750
2022 Q1	–	Sell	-3,079	Closed	-$168K	–	1258
2021 Q4	$168K	Buy	+3,079	New	+$170K	0.01%	964

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Belpointe Asset Management's IAGG Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 25% in Q2 2026, buying an estimated $207K and bringing the position to 20,926 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #479.

Belpointe Asset Management first reported a position in IAGG in Q4 2021 and has held it in 10 quarters since. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Belpointe Asset Management held 20,926 shares of iShares Core International Aggregate Bond Fund worth $1.06M as of Q2 2026.
Belpointe Asset Management bought 4,128 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $207K.
iShares Core International Aggregate Bond Fund made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #479 holding.
Belpointe Asset Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 10 quarters since.
563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.