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Chatterton & Associates’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Chatterton & Associates’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 		– Sell
-44,589
Closed -$2.23M – 106
2026
Q1 		$2.23M Buy
44,589
+13,562
+44% +$682K 1.56% 26
2025
Q4 		$1.55M Buy
+31,027
New +$1.6M 1.33% 30

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Chatterton & Associates's IAGG Position: Q2 2026 in Review

Chatterton & Associates sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 44,589 shares — an estimated $2.23M sold.

Chatterton & Associates first reported a position in IAGG in Q4 2025 and held it in 2 quarters. The position peaked at $2.23M in Q1 2026. 353 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Chatterton & Associates reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Chatterton & Associates sold 44,589 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $2.23M.
  • Chatterton & Associates first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and held it in 2 quarters.
  • Chatterton & Associates's iShares Core International Aggregate Bond Fund position peaked at $2.23M in Q1 2026.
  • 353 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.