CIA
IAGG icon

Cape Investment Advisory’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Cape Investment Advisory’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 		$895 Sell
18
-8,510
-100% -$426K ﹤0.01% 1348
2026
Q1 		$427K Buy
8,528
+1,443
+20% +$72.5K 0.14% 136
2025
Q4 		$354K Buy
7,085
+2,683
+61% +$138K 0.11% 146
2025
Q3 		$225K Buy
4,402
+1,362
+45% +$69.6K 0.22% 104
2025
Q2 		$155K Buy
+3,040
New +$154K 0.06% 211
2025
Q1 		– Hold
0
– – – 1133

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cape Investment Advisory's IAGG Position: Q2 2026 in Review

Cape Investment Advisory reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 100% in Q2 2026, selling an estimated $426K and leaving 18 shares worth $895. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Cape Investment Advisory first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $427K in Q1 2026. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Cape Investment Advisory held 18 shares of iShares Core International Aggregate Bond Fund worth $895 as of Q2 2026.
  • Cape Investment Advisory sold 8,510 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $426K.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1348 holding.
  • Cape Investment Advisory first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • Cape Investment Advisory's iShares Core International Aggregate Bond Fund position peaked at $427K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.