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Corepath Wealth Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Corepath Wealth Partners’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 		$2.44M Buy
48,961
+2,585
+6% +$130K 1.52% 14
2026
Q1 		$2.32M Buy
46,376
+2,675
+6% +$134K 1.57% 14
2025
Q4 		$2.2M Buy
43,701
+2,249
+5% +$116K 1.47% 14
2025
Q3 		$2.13M Buy
41,452
+1,832
+5% +$93.6K 1.54% 14
2025
Q2 		$2.02M Buy
39,620
+2,342
+6% +$119K 1.71% 12
2025
Q1 		$1.89M Buy
37,278
+1,796
+5% +$89.8K 1.8% 12
2024
Q4 		$1.75M Buy
35,482
+2,865
+9% +$148K 1.71% 13
2024
Q3 		$1.68M Buy
32,617
+1,034
+3% +$52.9K 1.64% 13
2024
Q2 		$1.58M Buy
31,583
+555
+2% +$27.6K 1.67% 13
2024
Q1 		$1.53M Sell
31,028
-44,438
-59% -$2.2M 1.7% 13
2023
Q4 		$3.73M Buy
75,466
+493
+0.7% +$24.4K 2.08% 12
2023
Q3 		$3.67M Buy
74,973
+1,602
+2% +$78.6K 2.21% 11
2023
Q2 		$3.61M Buy
73,371
+4,484
+7% +$220K 2.12% 12
2023
Q1 		$3.35M Buy
68,887
+738
+1% +$35.8K 2.11% 14
2022
Q4 		$3.28M Buy
68,149
+3,047
+5% +$149K 2.19% 14
2022
Q3 		$3.13M Buy
65,102
+1,419
+2% +$71.1K 2.32% 14
2022
Q2 		$3.2M Buy
63,683
+341
+0.5% +$17.3K 2.37% 14
2022
Q1 		$3.24M Sell
63,342
-19,514
-24% -$1.04M 2.26% 12
2021
Q4 		$4.48M Buy
82,856
+3,757
+5% +$207K 3.2% 12
2021
Q3 		$4.34M Buy
79,099
+1,954
+3% +$109K 3.34% 12
2021
Q2 		$4.3M Buy
77,145
+6,750
+10% +$371K 3.33% 12
2021
Q1 		$3.87M Buy
70,395
+6,823
+11% +$378K 3.4% 12
2020
Q4 		$3.58M Buy
+63,572
New +$3.55M 3.73% 10

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Corepath Wealth Partners's IAGG Position: Q2 2026 in Review

Corepath Wealth Partners increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 5.6% in Q2 2026, buying an estimated $130K and bringing the position to 48,961 shares worth $2.44M. The position accounts for 1.52% of the portfolio, ranked #14.

Corepath Wealth Partners first reported a position in IAGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.48M in Q4 2021. 154 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Corepath Wealth Partners held 48,961 shares of iShares Core International Aggregate Bond Fund worth $2.44M as of Q2 2026.
  • Corepath Wealth Partners bought 2,585 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $130K.
  • iShares Core International Aggregate Bond Fund made up 1.52% of Corepath Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Corepath Wealth Partners first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and has held it in 23 quarters since.
  • Corepath Wealth Partners's iShares Core International Aggregate Bond Fund position peaked at $4.48M in Q4 2021.
  • 154 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.