BSWM
IAGG icon

Boston Standard Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Boston Standard 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 		$42.6M Buy
849,268
+36,210
+4% +$1.81M 6.19% 3
2026
Q1 		$40.5M Buy
813,058
+25,896
+3% +$1.3M 6.64% 4
2025
Q4 		$39.4M Buy
787,162
+48,605
+7% +$2.5M 6.5% 4
2025
Q3 		$37.8M Buy
738,557
+23,889
+3% +$1.22M 6.36% 4
2025
Q2 		$36.5M Buy
714,668
+120,106
+20% +$6.09M 6.58% 4
2025
Q1 		$29.7M Sell
594,562
-95,776
-14% -$4.79M 6.52% 4
2024
Q4 		$34.5M Buy
690,338
+51,334
+8% +$2.65M 6.7% 3
2024
Q3 		$33.1M Buy
639,004
+44,442
+7% +$2.27M 6.45% 4
2024
Q2 		$29.7M Buy
594,562
+27,214
+5% +$1.35M 6.52% 4
2024
Q1 		$28.3M Buy
567,348
+48,517
+9% +$2.4M 6.42% 4
2023
Q4 		$25.3M Hold
518,831
– – 6.68% 4
2023
Q3 		$25.3M Buy
518,831
+10,911
+2% +$536K 6.68% 4
2023
Q2 		$25M Buy
507,920
+27,571
+6% +$1.35M 6.4% 4
2023
Q1 		$23.5M Sell
480,349
-13,519
-3% -$656K 6.75% 4
2022
Q4 		$23.5M Buy
493,868
+21,712
+5% +$1.06M 6.97% 4
2022
Q3 		$22.8M Sell
472,156
-18,057
-4% -$905K 7.67% 4
2022
Q2 		$24.6M Buy
490,213
+294
+0.1% +$14.9K 7.92% 4
2022
Q1 		$25.5M Buy
489,919
+9,707
+2% +$517K 7.32% 4
2021
Q4 		$26.2M Buy
480,212
+21,695
+5% +$1.19M 7.3% 4
2021
Q3 		$25.2M Buy
458,517
+19,617
+4% +$1.09M 7.54% 4
2021
Q2 		$24.2M Buy
438,900
+32,098
+8% +$1.76M 7.32% 4
2021
Q1 		$22.3M Buy
406,802
+70,003
+21% +$3.88M 7.27% 5
2020
Q4 		$18.9M Buy
336,799
+21,350
+7% +$1.19M 7.05% 5
2020
Q3 		$17.6M Buy
315,449
+7,229
+2% +$402K 7.4% 5
2020
Q2 		$17.2M Buy
308,220
+3,658
+1% +$202K 7.75% 5
2020
Q1 		$16.6M Buy
304,562
+6,149
+2% +$340K 9.01% 3
2019
Q4 		$16.4M Buy
298,413
+4,233
+1% +$233K 7.3% 5
2019
Q3 		$16.4M Buy
294,180
+13,228
+5% +$732K 7.91% 4
2019
Q2 		$15.3M Buy
280,952
+10,133
+4% +$542K 7.49% 5
2019
Q1 		$14.4M Buy
270,819
+6,565
+2% +$345K 7.49% 5
2018
Q4 		$13.8M Buy
264,254
+5,271
+2% +$275K 8.21% 4
2018
Q3 		$13.5M Buy
+258,983
New +$13.6M 7.33% 5
2018
Q1 		$11.2M Buy
213,460
+19,604
+10% +$1.02M 7.03% 5
2017
Q4 		$10.1M Buy
+193,856
New +$10.1M 6.42% 5

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Boston Standard Wealth Management's IAGG Position: Q2 2026 in Review

Boston Standard Wealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 4.5% in Q2 2026, buying an estimated $1.81M and bringing the position to 849,268 shares worth $42.6M. The position accounts for 6.19% of the portfolio, ranked #3.

Boston Standard Wealth Management first reported a position in IAGG in Q4 2017 and has held it in 34 quarters since. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Boston Standard Wealth Management held 849,268 shares of iShares Core International Aggregate Bond Fund worth $42.6M as of Q2 2026.
  • Boston Standard Wealth Management bought 36,210 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.81M.
  • iShares Core International Aggregate Bond Fund made up 6.19% of Boston Standard Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Boston Standard Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2017 and has held it in 34 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.