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

Capital 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
2026
Q2 		$1.11M Buy
21,987
+948
+5% +$47.5K 0.27% 25
2026
Q1 		$1.05M Buy
21,039
+3,496
+20% +$176K 0.28% 26
2025
Q4 		$877K Sell
17,543
-65
-0.4% -$3.34K 0.28% 27
2025
Q3 		$902K Buy
17,608
+107
+0.6% +$5.47K 0.31% 25
2025
Q2 		$894K Sell
17,501
-302
-2% -$15.3K 0.33% 26
2025
Q1 		$890K Buy
17,803
+1,134
+7% +$56.7K 0.37% 26
2024
Q4 		$832K Buy
16,669
+3,214
+24% +$166K 0.36% 28
2024
Q3 		$697K Buy
13,455
+2,104
+19% +$108K 0.3% 28
2024
Q2 		$567K Buy
+11,351
New +$564K 0.26% 32

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Capital Wealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 4.5% in Q2 2026, buying an estimated $47.5K and bringing the position to 21,987 shares worth $1.11M. The position accounts for 0.27% of the portfolio, ranked #25.

Capital Wealth Management first reported a position in IAGG in Q2 2024 and has held it in 9 quarters since. 306 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Capital Wealth Management held 21,987 shares of iShares Core International Aggregate Bond Fund worth $1.11M as of Q2 2026.
  • Capital Wealth Management bought 948 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $47.5K.
  • iShares Core International Aggregate Bond Fund made up 0.27% of Capital Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Capital Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2024 and has held it in 9 quarters since.
  • 306 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Capital Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.