CWS
IAGG icon

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

Cypress Wealth Services’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 		– Sell
-34,856
Closed -$1.74M – 442
2026
Q1 		$1.74M Buy
34,856
+4,914
+16% +$247K 0.25% 82
2025
Q4 		$1.5M Buy
29,942
+1,625
+6% +$83.6K 0.21% 89
2025
Q3 		$1.45M Buy
28,317
+1,177
+4% +$60.1K 0.24% 78
2025
Q2 		$1.39M Buy
+27,140
New +$1.38M 0.25% 76

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 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

Cypress Wealth Services's IAGG Position: Q2 2026 in Review

Cypress Wealth Services sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 34,856 shares — an estimated $1.74M sold.

Cypress Wealth Services first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $1.74M in Q1 2026. 233 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Cypress Wealth Services reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Cypress Wealth Services sold 34,856 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.74M.
  • Cypress Wealth Services first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
  • Cypress Wealth Services's iShares Core International Aggregate Bond Fund position peaked at $1.74M in Q1 2026.
  • 233 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.