CIM
IAGG icon

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

Capital Investment 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
2026
Q2 		– Sell
-18,352
Closed -$918K – 137
2026
Q1 		$918K Buy
18,352
+2,366
+15% +$119K 0.32% 60
2025
Q4 		$799K Buy
+15,986
New +$822K 0.28% 65

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Capital Investment Management's IAGG Position: Q2 2026 in Review

Capital Investment Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 18,352 shares — an estimated $918K sold.

Capital Investment Management first reported a position in IAGG in Q4 2025 and held it in 2 quarters. The position peaked at $918K in Q1 2026. 192 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Capital Investment Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Management sold 18,352 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $918K.
  • Capital Investment Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and held it in 2 quarters.
  • Capital Investment Management's iShares Core International Aggregate Bond Fund position peaked at $918K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.