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

Discipline Wealth Solutions’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 Q3	$7.14M	Sell	145,054 -19,278	-12%	-$959K	0.62%	40
2026 Q2	$8.32M	Buy	164,332 +10,829	+7%	+$543K	0.73%	36
2026 Q1	$7.68M	Buy	153,503 +23,526	+18%	+$1.18M	0.81%	34
2025 Q4	$6.5M	Buy	129,977 +10,427	+9%	+$536K	1.2%	20
2025 Q3	$6.12M	Buy	+119,550	New	+$6.11M	1.62%	13

Other funds holding IAGG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Discipline Wealth Solutions's IAGG Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 12% in Q3 2026, selling an estimated $959K and leaving 145,054 shares worth $7.14M. The position accounts for 0.62% of the portfolio, ranked #40.

Discipline Wealth Solutions first reported a position in IAGG in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.32M in Q2 2026. 126 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Discipline Wealth Solutions held 145,054 shares of iShares Core International Aggregate Bond Fund worth $7.14M as of Q3 2026.
Discipline Wealth Solutions sold 19,278 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $959K.
iShares Core International Aggregate Bond Fund made up 0.62% of Discipline Wealth Solutions's portfolio in Q3 2026, its #40 holding.
Discipline Wealth Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q3 2025 and has held it in 5 quarters since.
Discipline Wealth Solutions's iShares Core International Aggregate Bond Fund position peaked at $8.32M in Q2 2026.
126 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.