CAM
IAGG icon

Concorde Asset Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Concorde Asset 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 		$577K Buy
11,523
+456
+4% +$22.9K 0.28% 79
2025
Q4 		$553K Buy
11,067
+1,621
+17% +$83.3K 0.22% 101
2025
Q3 		$485K Buy
+9,446
New +$483K 0.2% 103

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Concorde Asset Management's IAGG Position: Q1 2026 in Review

Concorde Asset Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 4.1% in Q1 2026, buying an estimated $22.9K and bringing the position to 11,523 shares worth $577K. The position accounts for 0.28% of the portfolio, ranked #79.

Concorde Asset Management first reported a position in IAGG in Q3 2025 and has held it in 3 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Concorde Asset Management held 11,523 shares of iShares Core International Aggregate Bond Fund worth $577K as of Q1 2026.
  • Concorde Asset Management bought 456 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $22.9K.
  • iShares Core International Aggregate Bond Fund made up 0.28% of Concorde Asset Management's portfolio in Q1 2026, its #79 holding.
  • Concorde Asset Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2025 and has held it in 3 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.