Comprehensive Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Comprehensive Wealth Management’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 Q1	$1.86M	Buy	37,168 +4,097	+12%	+$206K	0.94%	19
2025 Q4	$1.65M	Sell	33,071 -35,533	-52%	-$1.83M	0.98%	23
2025 Q3	$3.51M	Buy	68,604 +14,507	+27%	+$741K	2.49%	10
2025 Q2	$2.76M	Buy	54,097 +2,872	+6%	+$146K	2.23%	9
2025 Q1	$2.56M	Buy	51,225 +2,213	+5%	+$111K	1.78%	7
2024 Q4	$2.45M	Buy	49,012 +3,745	+8%	+$193K	1.83%	6
2024 Q3	$2.35M	Buy	45,267 +1,528	+3%	+$78.1K	1.52%	6
2024 Q2	$2.18M	Sell	43,739 -30,071	-41%	-$1.5M	1.6%	5
2024 Q1	$3.69M	Buy	73,810 +20,854	+39%	+$1.03M	2.87%	5
2023 Q4	$2.64M	Buy	52,956 +25,223	+91%	+$1.25M	2.38%	8
2023 Q3	$1.35M	Buy	27,733 +6,359	+30%	+$312K	1.27%	12
2023 Q2	$1.05M	Buy	+21,374	New	+$1.05M	0.91%	13

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Comprehensive Wealth Management's IAGG Position: Q1 2026 in Review

Comprehensive Wealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 12% in Q1 2026, buying an estimated $206K and bringing the position to 37,168 shares worth $1.86M. The position accounts for 0.94% of the portfolio, ranked #19.

Comprehensive Wealth Management first reported a position in IAGG in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.69M in Q1 2024. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Comprehensive Wealth Management held 37,168 shares of iShares Core International Aggregate Bond Fund worth $1.86M as of Q1 2026.
Comprehensive Wealth Management bought 4,097 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $206K.
iShares Core International Aggregate Bond Fund made up 0.94% of Comprehensive Wealth Management's portfolio in Q1 2026, its #19 holding.
Comprehensive Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2023 and has held it in 12 quarters since.
Comprehensive Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $3.69M in Q1 2024.
663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.