Burns Matteson Capital Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Burns Matteson Capital 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	$693K	Hold	13,691	–	–	0.22%	70
2026 Q1	$685K	Sell	13,691 -40	-0.3%	-$2.01K	0.25%	63
2025 Q4	$687K	Buy	13,731 +2	+0%	+$103	0.24%	60
2025 Q3	$703K	Sell	13,729 -16	-0.1%	-$818	0.28%	55
2025 Q2	$702K	Sell	13,745 -110	-0.8%	-$5.57K	0.34%	47
2025 Q1	$693K	Sell	13,855 -28	-0.2%	-$1.4K	0.37%	45
2024 Q4	$693K	Sell	13,883 -144	-1%	-$7.43K	0.39%	51
2024 Q3	$727K	Sell	14,027 -733	-5%	-$37.5K	0.41%	50
2024 Q2	$737K	Sell	14,760 -1,248	-8%	-$62.1K	0.46%	45
2024 Q1	$800K	Sell	16,008 -4,080	-20%	-$202K	0.52%	40
2023 Q4	$1M	Sell	20,088 -1,289	-6%	-$63.7K	0.7%	26
2023 Q3	$1.04M	Sell	21,377 -152	-0.7%	-$7.46K	0.66%	28
2023 Q2	$1.06M	Sell	21,529 -183	-0.8%	-$8.97K	0.65%	28
2023 Q1	$1.06M	Buy	21,712 +8,944	+70%	+$434K	0.68%	25
2022 Q4	$607K	Buy	+12,768	New	+$624K	0.4%	75

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

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

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

Burns Matteson Capital Management's IAGG Position: Q2 2026 in Review

Burns Matteson Capital Management held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 13,691 shares worth $693K. The position accounts for 0.22% of the portfolio, ranked #70.

Burns Matteson Capital Management first reported a position in IAGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q1 2023. 100 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Burns Matteson Capital Management held 13,691 shares of iShares Core International Aggregate Bond Fund worth $693K as of Q2 2026.
Burns Matteson Capital Management left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
iShares Core International Aggregate Bond Fund made up 0.22% of Burns Matteson Capital Management's portfolio in Q2 2026, its #70 holding.
Burns Matteson Capital Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 15 quarters since.
Burns Matteson Capital Management's iShares Core International Aggregate Bond Fund position peaked at $1.06M in Q1 2023.
100 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.