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

Davis Wealth Advisors’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
-23,308
Closed -$1.17M – 75
2026
Q1 		$1.17M Buy
23,308
+2,001
+9% +$101K 0.97% 32
2025
Q4 		$1.07M Buy
+21,307
New +$1.1M 0.89% 31

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

Davis Wealth Advisors's IAGG Position: Q2 2026 in Review

Davis Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 23,308 shares — an estimated $1.17M sold.

Davis Wealth Advisors first reported a position in IAGG in Q4 2025 and held it in 2 quarters. The position peaked at $1.17M in Q1 2026. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Davis Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Davis Wealth Advisors sold 23,308 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.17M.
  • Davis Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and held it in 2 quarters.
  • Davis Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $1.17M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.