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 Q3	–	Sell	-54,877	Closed	-$2.78M	–	287
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Centurion Wealth Management's IAGG Position: Q3 2026 in Review

Centurion Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2026, closing a stake of 54,877 shares — an estimated $2.78M sold.

Centurion Wealth Management first reported a position in IAGG in Q2 2025 and held it in 5 quarters. The position peaked at $3.11M in Q1 2026. 142 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Centurion Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2026 after selling out during the quarter.
Centurion Wealth Management sold 54,877 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $2.78M.
Centurion Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 5 quarters.
Centurion Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $3.11M in Q1 2026.
142 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.