CWM
IAGG icon

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

Congress 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
2025
Q2 		– Sell
-41,810
Closed -$2.09M – 1195
2025
Q1 		$2.09M Sell
41,810
-1,706
-4% -$85.3K 0.03% 485
2024
Q4 		$2.17M Buy
43,516
+2,188
+5% +$113K 0.03% 401
2024
Q3 		$2.14M Buy
41,328
+514
+1% +$26.3K 0.03% 413
2024
Q2 		$2.04M Buy
40,814
+1,177
+3% +$58.5K 0.03% 355
2024
Q1 		$1.98M Buy
39,637
+1,649
+4% +$81.7K 0.03% 316
2023
Q4 		$1.89M Sell
37,988
-4,639
-11% -$229K 0.03% 318
2023
Q3 		$2.08M Sell
42,627
-1,520
-3% -$74.6K 0.04% 299
2023
Q2 		$2.18M Sell
44,147
-289
-0.7% -$14.2K 0.05% 249
2023
Q1 		$2.18M Buy
44,436
+390
+0.9% +$18.9K 0.05% 257
2022
Q4 		$2.09M Buy
44,046
+10,308
+31% +$503K 0.05% 255
2022
Q3 		$1.63M Buy
33,738
+1,049
+3% +$52.6K 0.04% 290
2022
Q2 		$1.63M Buy
32,689
+212
+0.7% +$10.7K 0.04% 293
2022
Q1 		$1.69M Sell
32,477
-7,384
-19% -$393K 0.04% 305
2021
Q4 		$2.17M Buy
+39,861
New +$2.2M 0.04% 303

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's IAGG Position: Q2 2025 in Review

Congress Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2025, closing a stake of 41,810 shares — an estimated $2.09M sold.

Congress Wealth Management first reported a position in IAGG in Q4 2021 and held it in 14 quarters. The position peaked at $2.18M in Q2 2023. 556 funds tracked by Wall St. Rank hold IAGG as of Q2 2025.

  • Congress Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 41,810 iShares Core International Aggregate Bond Fund shares in Q2 2025, an estimated $2.09M.
  • Congress Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 14 quarters.
  • Congress Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $2.18M in Q2 2023.
  • 556 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.