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IAGG icon

CGN Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

CGN Advisors’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 		$945K Sell
18,668
-2,167
-10% -$109K 0.07% 189
2026
Q1 		$1.04M Buy
20,835
+4,861
+30% +$244K 0.08% 182
2025
Q4 		$799K Buy
15,974
+108
+0.7% +$5.55K 0.06% 197
2025
Q3 		$813K Buy
15,866
+894
+6% +$45.7K 0.07% 187
2025
Q2 		$765K Hold
14,972
– – 0.07% 183
2025
Q1 		$748K Sell
14,972
-398
-3% -$19.9K 0.07% 185
2024
Q4 		$767K Sell
15,370
-431
-3% -$22.2K 0.07% 184
2024
Q3 		$819K Sell
15,801
-366
-2% -$18.7K 0.08% 172
2024
Q2 		$807K Buy
16,167
+805
+5% +$40K 0.09% 166
2024
Q1 		$767K Sell
15,362
-24,966
-62% -$1.24M 0.1% 160
2023
Q4 		$2.01M Buy
40,328
+4,917
+14% +$243K 0.28% 104
2023
Q3 		$1.73M Buy
35,411
+6,283
+22% +$308K 0.23% 117
2023
Q2 		$1.44M Sell
29,128
-518
-2% -$25.4K 0.21% 121
2023
Q1 		$1.45M Sell
29,646
-10,045
-25% -$487K 0.23% 115
2022
Q4 		$1.89M Buy
39,691
+5,056
+15% +$247K 0.33% 82
2022
Q3 		$1.67M Buy
34,635
+3,388
+11% +$170K 0.42% 65
2022
Q2 		$1.56M Sell
31,247
-20,684
-40% -$1.05M 0.44% 60
2022
Q1 		$2.71M Sell
51,931
-23,363
-31% -$1.24M 0.67% 42
2021
Q4 		$4.11M Buy
75,294
+4,661
+7% +$257K 1.07% 28
2021
Q3 		$3.89M Sell
70,633
-433
-0.6% -$24.1K 1.27% 24
2021
Q2 		$3.92M Buy
71,066
+1,232
+2% +$67.7K 1.24% 24
2021
Q1 		$3.83M Buy
69,834
+3,404
+5% +$189K 1.38% 21
2020
Q4 		$3.73M Buy
+66,430
New +$3.71M 1.49% 19

Other funds holding IAGG

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
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
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return