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Capital Analysts LLC’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Capital Analysts LLC’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 		$32.5M Sell
642,283
-40,021
-6% -$2.01M 0.75% 26
2026
Q1 		$34.1M Buy
682,304
+56,131
+9% +$2.82M 0.9% 18
2025
Q4 		$31.3M Buy
626,173
+13,379
+2% +$688K 0.87% 21
2025
Q3 		$31.4M Buy
612,794
+21,918
+4% +$1.12M 0.92% 19
2025
Q2 		$30.2M Buy
590,876
+73,890
+14% +$3.74M 1.01% 17
2025
Q1 		$25.8M Sell
516,986
-98,652
-16% -$4.93M 0.96% 18
2024
Q4 		$30.7M Buy
615,638
+87,971
+17% +$4.54M 1.23% 16
2024
Q3 		$27.3M Buy
527,667
+29,203
+6% +$1.49M 1.11% 16
2024
Q2 		$24.9M Buy
498,464
+18,467
+4% +$918K 1.1% 17
2024
Q1 		$24M Buy
479,997
+15,109
+3% +$748K 1.12% 17
2023
Q4 		$23.2M Buy
464,888
+4,534
+1% +$224K 1.17% 15
2023
Q3 		$22.5M Buy
460,354
+37,558
+9% +$1.84M 1.25% 17
2023
Q2 		$20.8M Buy
422,796
+19,314
+5% +$947K 1.16% 17
2023
Q1 		$19.8M Buy
403,482
+32,804
+9% +$1.59M 1.13% 17
2022
Q4 		$17.6M Buy
370,678
+50,986
+16% +$2.49M 1.08% 18
2022
Q3 		$15.4M Buy
319,692
+8,993
+3% +$451K 1.06% 17
2022
Q2 		$15.5M Buy
+310,699
New +$15.7M 1.08% 16
2020
Q2 		– Sell
-126
Closed -$7K – 716
2020
Q1 		$7K Sell
126
-154
-55% -$8.52K ﹤0.01% 549
2019
Q4 		$15K Buy
280
+1
+0.4% +$55 ﹤0.01% 515
2019
Q3 		$15K Buy
279
+2
+0.7% +$111 ﹤0.01% 500
2019
Q2 		$15K Buy
+277
New +$14.8K ﹤0.01% 487

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

Capital Analysts LLC's IAGG Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 5.9% in Q2 2026, selling an estimated $2.01M and leaving 642,283 shares worth $32.5M. The position accounts for 0.75% of the portfolio, ranked #26.

Capital Analysts LLC first reported a position in IAGG in Q2 2019 and has held it in 21 quarters since. The position peaked at $34.1M in Q1 2026. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Capital Analysts LLC held 642,283 shares of iShares Core International Aggregate Bond Fund worth $32.5M as of Q2 2026.
  • Capital Analysts LLC sold 40,021 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $2.01M.
  • iShares Core International Aggregate Bond Fund made up 0.75% of Capital Analysts LLC's portfolio in Q2 2026, its #26 holding.
  • Capital Analysts LLC first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and has held it in 21 quarters since.
  • Capital Analysts LLC's iShares Core International Aggregate Bond Fund position peaked at $34.1M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.