CWM
IAGG icon

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

Centurion 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 		$2.78M Sell
54,877
-7,354
-12% -$368K 0.66% 39
2026
Q1 		$3.11M Buy
62,231
+6,360
+11% +$320K 0.7% 38
2025
Q4 		$2.79M Buy
55,871
+4,465
+9% +$230K 0.61% 42
2025
Q3 		$2.63M Buy
51,406
+8,295
+19% +$424K 0.6% 40
2025
Q2 		$2.2M Buy
+43,111
New +$2.18M 0.63% 37

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

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

Centurion Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 12% in Q2 2026, selling an estimated $368K and leaving 54,877 shares worth $2.78M. The position accounts for 0.66% of the portfolio, ranked #39.

Centurion Wealth Management first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.11M in Q1 2026. 115 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Centurion Wealth Management held 54,877 shares of iShares Core International Aggregate Bond Fund worth $2.78M as of Q2 2026.
  • Centurion Wealth Management sold 7,354 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $368K.
  • iShares Core International Aggregate Bond Fund made up 0.66% of Centurion Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Centurion Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • Centurion Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $3.11M in Q1 2026.
  • 115 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

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