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IAGG icon

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

CreativeOne 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
Q1 		$224K Buy
+4,474
New +$225K 0.01% 1087
2025
Q4 		– Sell
-5,051
Closed -$259K – 1222
2025
Q3 		$259K Buy
+5,051
New +$258K 0.01% 1007
2025
Q2 		– Sell
-4,053
Closed -$203K – 1145
2025
Q1 		$203K Sell
4,053
-1,308
-24% -$65.4K 0.01% 1004
2024
Q4 		$268K Sell
5,361
-1,763
-25% -$91K 0.01% 924
2024
Q3 		$369K Buy
7,124
+950
+15% +$48.6K 0.01% 722
2024
Q2 		$308K Sell
6,174
-2,060
-25% -$102K 0.02% 616
2024
Q1 		$412K Buy
8,234
+445
+6% +$22K 0.02% 630
2023
Q4 		$388K Sell
7,789
-959
-11% -$47.4K 0.02% 423
2023
Q3 		$426K Sell
8,748
-5,056
-37% -$248K 0.03% 364
2023
Q2 		$680K Sell
13,804
-99
-0.7% -$4.85K 0.03% 407
2023
Q1 		$681K Buy
13,903
+1,632
+13% +$79.1K 0.03% 391
2022
Q4 		$583K Sell
12,271
-4,020
-25% -$196K 0.03% 390
2022
Q3 		$788K Sell
16,291
-45
-0.3% -$2.25K 0.05% 306
2022
Q2 		$814K Sell
16,336
-21,811
-57% -$1.1M 0.04% 299
2022
Q1 		$1.99M Sell
38,147
-13,563
-26% -$722K 0.1% 162
2021
Q4 		$2.82M Sell
51,710
-20,315
-28% -$1.12M 0.14% 123
2021
Q3 		$3.96M Sell
72,025
-17,241
-19% -$959K 0.23% 83
2021
Q2 		$4.92M Sell
89,266
-124,717
-58% -$6.85M 0.3% 66
2021
Q1 		$11.7M Buy
213,983
+6,178
+3% +$342K 0.89% 20
2020
Q4 		$11.7M Buy
207,805
+9,863
+5% +$551K 0.97% 19
2020
Q3 		$11M Buy
197,942
+11,378
+6% +$633K 1.53% 15
2020
Q2 		$10.4M Buy
186,564
+28,356
+18% +$1.57M 1.61% 15
2020
Q1 		$8.65M Buy
158,208
+29,194
+23% +$1.62M 1.65% 15
2019
Q4 		$7.07M Buy
129,014
+39,071
+43% +$2.15M 1.19% 19
2019
Q3 		$5.02M Buy
89,943
+47,356
+111% +$2.62M 0.97% 23
2019
Q2 		$2.32M Buy
42,587
+31,693
+291% +$1.7M 0.49% 33
2019
Q1 		$583K Buy
10,894
+2,032
+23% +$107K 0.15% 60
2018
Q4 		$463K Buy
8,862
+2,347
+36% +$122K 0.16% 55
2018
Q3 		$341K Buy
+6,515
New +$342K 0.13% 52

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CreativeOne Wealth's IAGG Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026: 4,474 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #1087 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in IAGG as recently as Q3 2025.

CreativeOne Wealth first reported a position in IAGG in Q3 2018 and has held it in 29 quarters since. The position peaked at $11.7M in Q1 2021. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • CreativeOne Wealth held 4,474 shares of iShares Core International Aggregate Bond Fund worth $224K as of Q1 2026.
  • iShares Core International Aggregate Bond Fund was a new CreativeOne Wealth position in Q1 2026.
  • iShares Core International Aggregate Bond Fund made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1087 holding.
  • CreativeOne Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q3 2018 and has held it in 29 quarters since.
  • CreativeOne Wealth's iShares Core International Aggregate Bond Fund position peaked at $11.7M in Q1 2021.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.