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Capital A Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$9.61K Buy
+193
New +$9.78K 0.11% 200
2025
Q1 		– Sell
-6
Closed -$300 – 812
2024
Q4 		$300 Buy
+6
New +$310 ﹤0.01% 704

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital A Wealth Management's IAGG Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2025: 193 shares worth $9.61K. The stake represents 0.11% of the portfolio and ranks #200 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in IAGG as recently as Q4 2024.

Capital A Wealth Management first reported a position in IAGG in Q4 2024 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold IAGG as of Q2 2025.

  • Capital A Wealth Management held 193 shares of iShares Core International Aggregate Bond Fund worth $9.61K as of Q2 2025.
  • iShares Core International Aggregate Bond Fund was a new Capital A Wealth Management position in Q2 2025.
  • iShares Core International Aggregate Bond Fund made up 0.11% of Capital A Wealth Management's portfolio in Q2 2025, its #200 holding.
  • Capital A Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.