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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
Q2 		– Sell
-11,523
Closed -$577K – 188
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

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

Concorde Asset Management's IAGG Position: Q2 2026 in Review

Concorde Asset Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 11,523 shares — an estimated $577K sold.

Concorde Asset Management first reported a position in IAGG in Q3 2025 and held it in 3 quarters. The position peaked at $577K in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Concorde Asset Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Concorde Asset Management sold 11,523 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $577K.
  • Concorde Asset Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2025 and held it in 3 quarters.
  • Concorde Asset Management's iShares Core International Aggregate Bond Fund position peaked at $577K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.