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Certified Advisory Corp’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Certified Advisory Corp’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
2025
Q3 		– Sell
-89,195
Closed -$4.56M – 320
2025
Q2 		$4.56M Buy
89,195
+3,196
+4% +$162K 0.47% 62
2025
Q1 		$4.3M Sell
85,999
-1,743
-2% -$87.1K 0.49% 63
2024
Q4 		$4.38M Buy
87,742
+2,882
+3% +$149K 0.48% 63
2024
Q3 		$4.4M Buy
84,860
+1,622
+2% +$82.9K 0.49% 63
2024
Q2 		$4.16M Buy
83,238
+1,321
+2% +$65.7K 0.52% 58
2024
Q1 		$4.09M Buy
81,917
+4,219
+5% +$209K 0.57% 59
2023
Q4 		$3.87M Sell
77,698
-37,950
-33% -$1.88M 0.59% 57
2023
Q3 		$5.06M Sell
115,648
-272,500
-70% -$13.4M 0.93% 24
2023
Q2 		$19.1M Sell
388,148
-54,130
-12% -$2.65M 3.52% 3
2023
Q1 		$21.6M Buy
442,278
+4,229
+1% +$205K 3.85% 2
2022
Q4 		$20.8M Buy
438,049
+3,452
+0.8% +$169K 4.12% 1
2022
Q3 		$21M Sell
434,597
-42,413
-9% -$2.13M 4.79% 1
2022
Q2 		$23.8M Sell
477,010
-28,516
-6% -$1.44M 5.3% 1
2022
Q1 		$26.4M Sell
505,526
-46,657
-8% -$2.48M 5.6% 1
2021
Q4 		$30.1M Buy
552,183
+8,093
+1% +$446K 6.64% 1
2021
Q3 		$29.9M Buy
544,090
+32,225
+6% +$1.79M 7.27% 1
2021
Q2 		$28.2M Buy
511,865
+34,450
+7% +$1.89M 7.09% 1
2021
Q1 		$26.2M Buy
+477,415
New +$26.5M 6.79% 1
2020
Q2 		$22.5M Buy
403,402
+60,025
+17% +$3.32M 7.43% 1
2020
Q1 		$18.8M Buy
343,377
+6,993
+2% +$387K 7.42% 1
2019
Q4 		$18.4M Buy
336,384
+22,999
+7% +$1.27M 5.89% 1
2019
Q3 		$17.5M Buy
313,385
+63,210
+25% +$3.5M 6.07% 1
2019
Q2 		$13.6M Buy
250,175
+44,196
+21% +$2.36M 5.07% 1
2019
Q1 		$11M Buy
+205,979
New +$10.8M 4.63% 1

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Certified Advisory Corp's IAGG Position: Q3 2025 in Review

Certified Advisory Corp sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2025, closing a stake of 89,195 shares — an estimated $4.56M sold.

Certified Advisory Corp first reported a position in IAGG in Q1 2019 and held it in 24 quarters. The position peaked at $30.1M in Q4 2021. 574 funds tracked by Wall St. Rank hold IAGG as of Q3 2025.

  • Certified Advisory Corp reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Certified Advisory Corp sold 89,195 iShares Core International Aggregate Bond Fund shares in Q3 2025, an estimated $4.56M.
  • Certified Advisory Corp first reported a position in iShares Core International Aggregate Bond Fund in Q1 2019 and held it in 24 quarters.
  • Certified Advisory Corp's iShares Core International Aggregate Bond Fund position peaked at $30.1M in Q4 2021.
  • 574 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2025.

Based on Certified Advisory Corp's 13F filing for Q3 2025, filed 13 Nov 2025.