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

Boyd 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 		– Sell
-165,810
Closed -$8.3M – 49
2026
Q1 		$8.3M Buy
165,810
+15,090
+10% +$758K 3.51% 9
2025
Q4 		$7.54M Buy
150,720
+5,081
+3% +$261K 3.2% 10
2025
Q3 		$7.46M Buy
145,639
+7,182
+5% +$367K 3.21% 9
2025
Q2 		$7.07M Buy
+138,457
New +$7.02M 3.06% 9
2024
Q4 		– Sell
-95,009
Closed -$4.92M – 50
2024
Q3 		$4.92M Buy
+95,009
New +$4.86M 2.49% 11
2024
Q2 		– Sell
-103,228
Closed -$5.16M – 45
2024
Q1 		$5.16M Buy
+103,228
New +$5.11M 2.94% 10
2023
Q3 		– Sell
-122,969
Closed -$6.06M – 43
2023
Q2 		$6.06M Buy
+122,969
New +$6.03M 3.68% 9
2022
Q1 		– Sell
-17,711
Closed -$966K – 42
2021
Q4 		$966K Buy
+17,711
New +$975K 0.7% 19

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Boyd Wealth Management's IAGG Position: Q2 2026 in Review

Boyd Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 165,810 shares — an estimated $8.3M sold.

Boyd Wealth Management first reported a position in IAGG in Q4 2021 and held it in 8 quarters. The position peaked at $8.3M in Q1 2026. 107 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Boyd Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Boyd Wealth Management sold 165,810 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $8.3M.
  • Boyd Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 8 quarters.
  • Boyd Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $8.3M in Q1 2026.
  • 107 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.