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Caliber Wealth Management (Kansas)’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Caliber Wealth Management (Kansas)’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 		$572K Sell
11,298
-4,530
-29% -$227K 0.06% 178
2026
Q1 		$792K Buy
15,828
+1,618
+11% +$81.3K 0.09% 144
2025
Q4 		$711K Buy
14,210
+445
+3% +$22.9K 0.08% 150
2025
Q3 		$705K Buy
13,765
+444
+3% +$22.7K 0.08% 149
2025
Q2 		$681K Buy
13,321
+2,848
+27% +$144K 0.07% 158
2025
Q1 		$524K Buy
+10,473
New +$523K 0.07% 159

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 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

Caliber Wealth Management (Kansas)'s IAGG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 29% in Q2 2026, selling an estimated $227K and leaving 11,298 shares worth $572K. The position accounts for 0.06% of the portfolio, ranked #178.

Caliber Wealth Management (Kansas) first reported a position in IAGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $792K in Q1 2026. 247 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 11,298 shares of iShares Core International Aggregate Bond Fund worth $572K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 4,530 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $227K.
  • iShares Core International Aggregate Bond Fund made up 0.06% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #178 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares Core International Aggregate Bond Fund in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s iShares Core International Aggregate Bond Fund position peaked at $792K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.