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

Capital Investment Advisory Services’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	$14.4K	Sell	284 -2	-0.7%	-$100	﹤0.01%	1117
2026 Q1	$14.3K	Buy	286 +130	+83%	+$6.53K	﹤0.01%	1030
2025 Q4	$7.8K	Buy	+156	New	+$8.02K	﹤0.01%	1042
2025 Q3	–	Sell	-44	Closed	-$2.25K	–	1116
2025 Q2	$2.25K	Hold	44	–	–	﹤0.01%	1026
2025 Q1	$2.2K	Buy	+44	New	+$2.2K	﹤0.01%	959
2020 Q2	–	Sell	-27	Closed	-$1K	–	594
2020 Q1	$1K	Buy	+27	New	+$1.49K	﹤0.01%	553

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Investment Advisory Services's IAGG Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.7% in Q2 2026, selling an estimated $100 and leaving 284 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Capital Investment Advisory Services first reported a position in IAGG in Q1 2020 and has held it in 6 quarters since. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Capital Investment Advisory Services held 284 shares of iShares Core International Aggregate Bond Fund worth $14.4K as of Q2 2026.
Capital Investment Advisory Services sold 2 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $100.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1117 holding.
Capital Investment Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q1 2020 and has held it in 6 quarters since.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

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