Cerity Partners
IAGG icon

Cerity Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Cerity Partners’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 		$40.5M Sell
800,318
-138,232
-15% -$6.93M 0.05% 295
2026
Q1 		$47M Buy
938,550
+378,218
+67% +$19M 0.07% 252
2025
Q4 		$28M Buy
560,332
+61,249
+12% +$3.15M 0.04% 333
2025
Q3 		$25.6M Buy
499,083
+58,469
+13% +$2.99M 0.04% 334
2025
Q2 		$22.5M Buy
440,614
+32,916
+8% +$1.67M 0.04% 339
2025
Q1 		$20.4M Buy
407,698
+48,159
+13% +$2.41M 0.04% 329
2024
Q4 		$17.9M Buy
359,539
+26,925
+8% +$1.39M 0.04% 334
2024
Q3 		$17.2M Buy
332,614
+26,222
+9% +$1.34M 0.04% 349
2024
Q2 		$15.3M Buy
306,392
+22,417
+8% +$1.11M 0.04% 322
2024
Q1 		$14.2M Buy
283,975
+21,365
+8% +$1.06M 0.04% 370
2023
Q4 		$13.1M Buy
262,610
+49,085
+23% +$2.43M 0.04% 326
2023
Q3 		$10.4M Buy
213,525
+47,408
+29% +$2.33M 0.05% 293
2023
Q2 		$8.19M Buy
+166,117
New +$8.14M 0.03% 383

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners's IAGG Position: Q2 2026 in Review

Cerity Partners reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 15% in Q2 2026, selling an estimated $6.93M and leaving 800,318 shares worth $40.5M. The position accounts for 0.05% of the portfolio, ranked #295.

Cerity Partners first reported a position in IAGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $47M in Q1 2026. 531 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Cerity Partners held 800,318 shares of iShares Core International Aggregate Bond Fund worth $40.5M as of Q2 2026.
  • Cerity Partners sold 138,232 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $6.93M.
  • iShares Core International Aggregate Bond Fund made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #295 holding.
  • Cerity Partners first reported a position in iShares Core International Aggregate Bond Fund in Q2 2023 and has held it in 13 quarters since.
  • Cerity Partners's iShares Core International Aggregate Bond Fund position peaked at $47M in Q1 2026.
  • 531 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.