CJ
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Caitlin John’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Caitlin John’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 		$33.2K Buy
663
+15
+2% +$754 0.02% 356
2025
Q4 		$32.4K Sell
648
-333
-34% -$17.1K 0.02% 370
2025
Q3 		$50.2K Buy
+981
New +$50.1K 0.04% 262
2025
Q1 		– Sell
-1,249
Closed -$62.3K – 417
2024
Q4 		$62.3K Sell
1,249
-3
-0.2% -$155 0.04% 208
2024
Q3 		$64.6K Sell
1,252
-21
-2% -$1.07K 0.04% 211
2024
Q2 		$63.5K Buy
1,273
+23
+2% +$1.14K 0.05% 220
2024
Q1 		$62.4K Sell
1,250
-106
-8% -$5.25K 0.05% 213
2023
Q4 		$67.5K Buy
+1,356
New +$67K 0.06% 171

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 $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Caitlin John's IAGG Position: Q1 2026 in Review

Caitlin John increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 2.3% in Q1 2026, buying an estimated $754 and bringing the position to 663 shares worth $33.2K. The position accounts for 0.02% of the portfolio, ranked #356.

Caitlin John first reported a position in IAGG in Q4 2023 and has held it in 8 quarters since. The position peaked at $67.5K in Q4 2023. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Caitlin John held 663 shares of iShares Core International Aggregate Bond Fund worth $33.2K as of Q1 2026.
  • Caitlin John bought 15 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $754.
  • iShares Core International Aggregate Bond Fund made up 0.02% of Caitlin John's portfolio in Q1 2026, its #356 holding.
  • Caitlin John first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's iShares Core International Aggregate Bond Fund position peaked at $67.5K in Q4 2023.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.