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Curtis Advisory Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Curtis Advisory Group’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 		$676K Buy
13,511
+12
+0.1% +$603 0.15% 76
2025
Q4 		$675K Buy
13,499
+738
+6% +$37.9K 0.14% 75
2025
Q3 		$654K Sell
12,761
-224
-2% -$11.4K 0.15% 67
2025
Q2 		$663K Buy
12,985
+187
+1% +$9.47K 0.17% 65
2025
Q1 		$640K Buy
12,798
+6,996
+121% +$350K 0.19% 63
2024
Q4 		$290K Buy
5,802
+1,768
+44% +$91.2K 0.08% 84
2024
Q3 		$209K Buy
+4,034
New +$206K 0.06% 97
2023
Q1 		– Sell
-4,383
Closed -$208K – 90
2022
Q4 		$208K Sell
4,383
-142
-3% -$6.93K 0.08% 84
2022
Q3 		$219K Sell
4,525
-255
-5% -$12.8K 0.09% 82
2022
Q2 		$238K Sell
4,780
-1,514
-24% -$76.6K 0.09% 83
2022
Q1 		$328K Sell
6,294
-501
-7% -$26.7K 0.11% 64
2021
Q4 		$371K Buy
+6,795
New +$374K 0.12% 62

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 $11.5B AUM 18.72% 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

Curtis Advisory Group's IAGG Position: Q1 2026 in Review

Curtis Advisory Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.09% in Q1 2026, buying an estimated $603 and bringing the position to 13,511 shares worth $676K. The position accounts for 0.15% of the portfolio, ranked #76.

Curtis Advisory Group first reported a position in IAGG in Q4 2021 and has held it in 12 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Curtis Advisory Group held 13,511 shares of iShares Core International Aggregate Bond Fund worth $676K as of Q1 2026.
  • Curtis Advisory Group bought 12 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $603.
  • iShares Core International Aggregate Bond Fund made up 0.15% of Curtis Advisory Group's portfolio in Q1 2026, its #76 holding.
  • Curtis Advisory Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 12 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.