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

Clearstead 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 		$7.79K Buy
+154
New +$7.72K ﹤0.01% 2064
2025
Q3 		– Sell
-113
Closed -$5.77K – 3161
2025
Q2 		$5.77K Buy
+113
New +$5.73K ﹤0.01% 2066
2020
Q4 		– Sell
-1,196
Closed -$67K – 997
2020
Q3 		$67K Buy
+1,196
New +$66.6K 0.01% 426

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

Clearstead Advisors's IAGG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026: 154 shares worth $7.79K. The stake represents ﹤0.01% of the portfolio and ranks #2064 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in IAGG as recently as Q2 2025.

Clearstead Advisors first reported a position in IAGG in Q3 2020 and has held it in 3 quarters since. The position peaked at $67K in Q3 2020. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Clearstead Advisors held 154 shares of iShares Core International Aggregate Bond Fund worth $7.79K as of Q2 2026.
  • iShares Core International Aggregate Bond Fund was a new Clearstead Advisors position in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2064 holding.
  • Clearstead Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and has held it in 3 quarters since.
  • Clearstead Advisors's iShares Core International Aggregate Bond Fund position peaked at $67K in Q3 2020.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.