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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
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

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

Discipline Wealth Solutions's IAGG Position: Q1 2026 in Review

Discipline Wealth Solutions increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 18% in Q1 2026, buying an estimated $1.18M and bringing the position to 153,503 shares worth $7.68M. The position accounts for 0.81% of the portfolio, ranked #34.

Discipline Wealth Solutions first reported a position in IAGG in Q3 2025 and has held it in 3 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Discipline Wealth Solutions held 153,503 shares of iShares Core International Aggregate Bond Fund worth $7.68M as of Q1 2026.
  • Discipline Wealth Solutions bought 23,526 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $1.18M.
  • iShares Core International Aggregate Bond Fund made up 0.81% of Discipline Wealth Solutions's portfolio in Q1 2026, its #34 holding.
  • Discipline Wealth Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q3 2025 and has held it in 3 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.