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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
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

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

Camelot Technology Advisors's IAGG Position: Q2 2026 in Review

Camelot Technology Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.75% in Q2 2026, buying an estimated $25.5K and bringing the position to 68,003 shares worth $3.44M. The position accounts for 2.31% of the portfolio, ranked #11.

Camelot Technology Advisors first reported a position in IAGG in Q4 2023 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Camelot Technology Advisors held 68,003 shares of iShares Core International Aggregate Bond Fund worth $3.44M as of Q2 2026.
  • Camelot Technology Advisors bought 509 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $25.5K.
  • iShares Core International Aggregate Bond Fund made up 2.31% of Camelot Technology Advisors's portfolio in Q2 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 11 quarters since.
  • 100 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.