Bogart Wealth LLC’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Bogart Wealth LLC’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	$5.51K	Hold	109	–	–	﹤0.01%	1173
2026 Q1	$5.45K	Hold	109	–	–	﹤0.01%	1041
2025 Q4	$5.45K	Hold	109	–	–	﹤0.01%	977
2025 Q3	$5.58K	Hold	109	–	–	﹤0.01%	954
2025 Q2	$5.57K	Hold	109	–	–	﹤0.01%	917
2025 Q1	$5.45K	Hold	109	–	–	﹤0.01%	885
2024 Q4	$5.44K	Hold	109	–	–	﹤0.01%	860
2024 Q3	$5.65K	Buy	+109	New	+$5.57K	﹤0.01%	807

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

Bogart Wealth LLC's IAGG Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 109 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Bogart Wealth LLC first reported a position in IAGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.65K in Q3 2024. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Bogart Wealth LLC held 109 shares of iShares Core International Aggregate Bond Fund worth $5.51K as of Q2 2026.
Bogart Wealth LLC left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1173 holding.
Bogart Wealth LLC first reported a position in iShares Core International Aggregate Bond Fund in Q3 2024 and has held it in 8 quarters since.
Bogart Wealth LLC's iShares Core International Aggregate Bond Fund position peaked at $5.65K in Q3 2024.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.