Cary Street Partners Investment Advisory’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Cary Street Partners Investment Advisory’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	-7,746	Closed	-$388K	–	770
2026 Q1	$388K	Buy	7,746 +1,319	+21%	+$66.3K	0.1%	226
2025 Q4	$321K	Buy	6,427 +486	+8%	+$25K	0.09%	231
2025 Q3	$304K	Buy	5,941 +909	+18%	+$46.5K	0.13%	178
2025 Q2	$257K	Buy	+5,032	New	+$255K	0.12%	180
2023 Q4	–	Sell	-45	Closed	-$2.18K	–	1154
2023 Q3	$2.18K	Hold	45	–	–	﹤0.01%	1645
2023 Q2	$2.21K	Hold	45	–	–	﹤0.01%	1573
2023 Q1	$2.19K	Hold	45	–	–	﹤0.01%	1488
2022 Q4	$2.13K	Buy	+45	New	+$2.2K	﹤0.01%	1504
2020 Q4	–	Sell	-43	Closed	-$2K	–	576
2020 Q3	$2K	Buy	+43	New	+$2.39K	﹤0.01%	913

Other funds holding IAGG

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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cary Street Partners Investment Advisory's IAGG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 7,746 shares — an estimated $388K sold.

Cary Street Partners Investment Advisory first reported a position in IAGG in Q3 2020 and held it in 9 quarters. The position peaked at $388K in Q1 2026. 429 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Cary Street Partners Investment Advisory reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 7,746 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $388K.
Cary Street Partners Investment Advisory first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and held it in 9 quarters.
Cary Street Partners Investment Advisory's iShares Core International Aggregate Bond Fund position peaked at $388K in Q1 2026.
429 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.