Corient Private Wealth
IAGG icon

Corient Private Wealth’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Corient Private Wealth’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 		$369K Sell
7,296
-213,602
-97% -$10.7M ﹤0.01% 2420
2026
Q1 		$10.9M Buy
220,898
+23,760
+12% +$1.19M 0.02% 597
2025
Q4 		$9.86M Buy
197,138
+5,363
+3% +$276K 0.01% 562
2025
Q3 		$9.82M Sell
191,775
-3,103
-2% -$159K 0.02% 523
2025
Q2 		$9.96M Sell
194,878
-10,178
-5% -$516K 0.01% 528
2025
Q1 		$10.3M Buy
205,056
+195,845
+2,126% +$9.79M 0.02% 511
2024
Q4 		$226K Buy
9,211
+4,696
+104% +$242K ﹤0.01% 2054
2024
Q3 		$234K Sell
4,515
-589
-12% -$30.1K ﹤0.01% 2144
2024
Q2 		$255K Sell
5,104
-991
-16% -$49.3K ﹤0.01% 2001
2024
Q1 		$304K Hold
6,095
– – ﹤0.01% 1880
2023
Q4 		$304K Sell
6,095
-136
-2% -$6.72K ﹤0.01% 1855
2023
Q3 		$304K Sell
6,231
-545
-8% -$26.7K ﹤0.01% 1746
2023
Q2 		$334K Buy
6,776
+557
+9% +$27.3K ﹤0.01% 1644
2023
Q1 		$304K Buy
+6,219
New +$302K ﹤0.01% 1600

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

Corient Private Wealth's IAGG Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 97% in Q2 2026, selling an estimated $10.7M and leaving 7,296 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

Corient Private Wealth first reported a position in IAGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.9M in Q1 2026. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Corient Private Wealth held 7,296 shares of iShares Core International Aggregate Bond Fund worth $369K as of Q2 2026.
  • Corient Private Wealth sold 213,602 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $10.7M.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2420 holding.
  • Corient Private Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Core International Aggregate Bond Fund position peaked at $10.9M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.