Corepath Wealth Partners
IAGG icon

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
Q3 		$2.13M Sell
43,422
-5,539
-11% -$275K 1.48% 15
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Trinity Wealth Management
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Corepath Wealth Partners's IAGG Position: Q3 2026 in Review

Corepath Wealth Partners reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 11% in Q3 2026, selling an estimated $275K and leaving 43,422 shares worth $2.13M. The position accounts for 1.48% of the portfolio, ranked #15.

Corepath Wealth Partners first reported a position in IAGG in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.48M in Q4 2021. 142 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Corepath Wealth Partners held 43,422 shares of iShares Core International Aggregate Bond Fund worth $2.13M as of Q3 2026.
  • Corepath Wealth Partners sold 5,539 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $275K.
  • iShares Core International Aggregate Bond Fund made up 1.48% of Corepath Wealth Partners's portfolio in Q3 2026, its #15 holding.
  • Corepath Wealth Partners first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and has held it in 24 quarters since.
  • Corepath Wealth Partners's iShares Core International Aggregate Bond Fund position peaked at $4.48M in Q4 2021.
  • 142 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.