Carson Wealth (CWM LLC)
IAGG icon

Carson Wealth (CWM LLC)’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Carson Wealth (CWM 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
Q1 		$113M Buy
2,255,829
+77,818
+4% +$3.91M 0.3% 70
2025
Q4 		$109M Buy
2,178,011
+87,943
+4% +$4.52M 0.3% 64
2025
Q3 		$107M Buy
2,090,068
+81,776
+4% +$4.18M 0.32% 61
2025
Q2 		$103M Buy
2,008,292
+2,006,214
+96,545% +$102M 0.36% 55
2025
Q1 		$104K Sell
2,078
-1,271
-38% -$63.5K ﹤0.01% 2392
2024
Q4 		$167K Sell
3,349
-1,714
-34% -$88.4K ﹤0.01% 1950
2024
Q3 		$262K Sell
5,063
-745
-13% -$38.1K ﹤0.01% 1618
2024
Q2 		$290K Sell
5,808
-2,276
-28% -$113K ﹤0.01% 1410
2024
Q1 		$404K Buy
8,084
+1,267
+19% +$62.8K ﹤0.01% 1212
2023
Q4 		$339K Buy
6,817
+4,493
+193% +$222K ﹤0.01% 1212
2023
Q3 		$113K Buy
2,324
+149
+7% +$7.31K ﹤0.01% 1561
2023
Q2 		$107K Buy
2,175
+1,617
+290% +$79.3K ﹤0.01% 1536
2023
Q1 		$27K Buy
558
+310
+125% +$15K ﹤0.01% 2292
2022
Q4 		$12K Buy
+248
New +$12.1K ﹤0.01% 2696
2022
Q3 		– Sell
-997
Closed -$50K – 4038
2022
Q2 		$50K Buy
997
+890
+832% +$45K ﹤0.01% 1633
2022
Q1 		$6K Sell
107
-84
-44% -$4.47K ﹤0.01% 2752
2021
Q4 		$10K Buy
+191
New +$10.5K ﹤0.01% 2353
2021
Q2 		$11K Hold
191
– – ﹤0.01% 2058
2021
Q1 		$11K Hold
191
– – ﹤0.01% 2058
2020
Q4 		$11K Hold
191
– – ﹤0.01% 2057
2020
Q3 		$11K Hold
191
– – ﹤0.01% 2056
2020
Q2 		$11K Hold
191
– – ﹤0.01% 2056
2020
Q1 		$11K Hold
191
– – ﹤0.01% 2056
2019
Q4 		$11K Hold
191
– – ﹤0.01% 2056
2019
Q3 		$11K Hold
191
– – ﹤0.01% 2056
2019
Q2 		$11K Hold
191
– – ﹤0.01% 2056
2019
Q1 		$11K Buy
+191
New +$10K ﹤0.01% 2056

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IAGG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 3.6% in Q1 2026, buying an estimated $3.91M and bringing the position to 2,255,829 shares worth $113M. The position accounts for 0.3% of the portfolio, ranked #70.

Carson Wealth (CWM LLC) first reported a position in IAGG in Q1 2019 and has held it in 27 quarters since. 667 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,255,829 shares of iShares Core International Aggregate Bond Fund worth $113M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 77,818 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $3.91M.
  • iShares Core International Aggregate Bond Fund made up 0.3% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #70 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core International Aggregate Bond Fund in Q1 2019 and has held it in 27 quarters since.
  • 667 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.