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Blalock Williams’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Blalock Williams’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 		$360K Buy
7,201
+1,554
+28% +$78.1K 0.28% 81
2025
Q4 		$282K Buy
5,647
+626
+12% +$32.2K 0.23% 99
2025
Q3 		$257K Buy
5,021
+918
+22% +$46.9K 0.23% 105
2025
Q2 		$210K Buy
+4,103
New +$208K 0.21% 119

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $13.1B 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 $208B AUM 16.12% 1-Year Est. Return

Blalock Williams's IAGG Position: Q1 2026 in Review

Blalock Williams increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 28% in Q1 2026, buying an estimated $78.1K and bringing the position to 7,201 shares worth $360K. The position accounts for 0.28% of the portfolio, ranked #81.

Blalock Williams first reported a position in IAGG in Q2 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Blalock Williams held 7,201 shares of iShares Core International Aggregate Bond Fund worth $360K as of Q1 2026.
  • Blalock Williams bought 1,554 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $78.1K.
  • iShares Core International Aggregate Bond Fund made up 0.28% of Blalock Williams's portfolio in Q1 2026, its #81 holding.
  • Blalock Williams first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.