Camelot Technology Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Camelot Technology Advisors’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 Q3	$3.49M	Buy	71,016 +3,013	+4%	+$150K	2.34%	11
2026 Q2	$3.44M	Buy	68,003 +509	+0.8%	+$25.5K	2.31%	11
2026 Q1	$3.38M	Buy	67,494 +10,281	+18%	+$517K	2.45%	11
2025 Q4	$2.86M	Buy	57,213 +5,821	+11%	+$299K	2.12%	11
2025 Q3	$2.63M	Buy	51,392 +6,169	+14%	+$315K	2.09%	10
2025 Q2	$2.31M	Sell	45,223 -8	-0%	-$405	1.97%	14
2025 Q1	$2.26M	Buy	45,231 +2,314	+5%	+$116K	2.04%	14
2024 Q4	$2.14M	Buy	42,917 +1,975	+5%	+$102K	1.94%	14
2024 Q3	$2.12M	Sell	40,942 -1,152	-3%	-$58.9K	1.87%	15
2024 Q2	$2.1M	Buy	42,094 +627	+2%	+$31.2K	1.95%	13
2024 Q1	$2.07M	Sell	41,467 -452	-1%	-$22.4K	1.91%	15
2023 Q4	$2.09M	Buy	+41,919	New	+$2.07M	2.13%	13

Other funds holding IAGG

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

Camelot Technology Advisors's IAGG Position: Q3 2026 in Review

Camelot Technology Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 4.4% in Q3 2026, buying an estimated $150K and bringing the position to 71,016 shares worth $3.49M. The position accounts for 2.34% of the portfolio, ranked #11.

Camelot Technology Advisors first reported a position in IAGG in Q4 2023 and has held it in 12 quarters since. 166 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Camelot Technology Advisors held 71,016 shares of iShares Core International Aggregate Bond Fund worth $3.49M as of Q3 2026.
Camelot Technology Advisors bought 3,013 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $150K.
iShares Core International Aggregate Bond Fund made up 2.34% of Camelot Technology Advisors's portfolio in Q3 2026, its #11 holding.
Camelot Technology Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 12 quarters since.
166 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.