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

Concurrent Investment 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 		$709K Sell
14,004
-65,766
-82% -$3.3M 0.01% 1196
2026
Q1 		$3.99M Buy
79,770
+27,152
+52% +$1.36M 0.04% 411
2025
Q4 		$2.63M Buy
52,618
+26,541
+102% +$1.36M 0.03% 492
2025
Q3 		$1.34M Buy
26,077
+14,976
+135% +$765K 0.02% 574
2025
Q2 		$567K Buy
+11,101
New +$562K 0.01% 803

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
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Concurrent Investment Advisors's IAGG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 82% in Q2 2026, selling an estimated $3.3M and leaving 14,004 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #1196.

Concurrent Investment Advisors first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.99M in Q1 2026. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Concurrent Investment Advisors held 14,004 shares of iShares Core International Aggregate Bond Fund worth $709K as of Q2 2026.
  • Concurrent Investment Advisors sold 65,766 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $3.3M.
  • iShares Core International Aggregate Bond Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1196 holding.
  • Concurrent Investment Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's iShares Core International Aggregate Bond Fund position peaked at $3.99M in Q1 2026.
  • 276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.