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Dynamic Advisor Solutions’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Dynamic Advisor 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
Q2 		$3.32M Buy
65,532
+1,081
+2% +$54.2K 0.09% 229
2026
Q1 		$3.23M Buy
64,451
+4,912
+8% +$247K 0.1% 215
2025
Q4 		$2.98M Sell
59,539
-81,151
-58% -$4.17M 0.1% 222
2025
Q3 		$7.21M Buy
140,690
+15,945
+13% +$815K 0.21% 107
2025
Q2 		$6.37M Buy
124,745
+10,016
+9% +$507K 0.2% 120
2025
Q1 		$5.74M Buy
114,729
+12,925
+13% +$646K 0.19% 128
2024
Q4 		$5.08M Buy
101,804
+6,299
+7% +$325K 0.22% 112
2024
Q3 		$4.95M Buy
95,505
+12,722
+15% +$650K 0.15% 170
2024
Q2 		$4.13M Buy
82,783
+18,857
+29% +$938K 0.13% 189
2024
Q1 		$3.19M Buy
63,926
+4,373
+7% +$217K 0.11% 230
2023
Q4 		$2.94M Buy
59,553
+9,858
+20% +$487K 0.11% 227
2023
Q3 		$2.42M Buy
49,695
+1,359
+3% +$66.7K 0.11% 204
2023
Q2 		$2.38M Buy
48,336
+29,777
+160% +$1.46M 0.12% 197
2023
Q1 		$908K Sell
18,559
-6,372
-26% -$309K 0.05% 337
2022
Q4 		$1.19M Buy
24,931
+8,799
+55% +$430K 0.08% 250
2022
Q3 		$780K Sell
16,132
-684
-4% -$34.3K 0.06% 291
2022
Q2 		$838K Sell
16,816
-1,490
-8% -$75.4K 0.06% 282
2022
Q1 		$954K Sell
18,306
-371
-2% -$19.7K 0.07% 280
2021
Q4 		$1.02M Sell
18,677
-15,198
-45% -$837K 0.07% 276
2021
Q3 		$1.86M Buy
33,875
+2,815
+9% +$157K 0.14% 180
2021
Q2 		$1.71M Sell
31,060
-440
-1% -$24.2K 0.14% 187
2021
Q1 		$1.73M Sell
31,500
-5,230
-14% -$290K 0.16% 158
2020
Q4 		$2.06M Sell
36,730
-6,250
-15% -$349K 0.19% 131
2020
Q3 		$2.39M Buy
42,980
+2,284
+6% +$127K 0.27% 100
2020
Q2 		$2.27M Buy
40,696
+5,172
+15% +$286K 0.31% 95
2020
Q1 		$1.94M Buy
35,524
+2,316
+7% +$128K 0.35% 75
2019
Q4 		$1.82M Buy
33,208
+6,759
+26% +$372K 0.25% 105
2019
Q3 		$1.48M Buy
26,449
+11,845
+81% +$655K 0.23% 115
2019
Q2 		$796K Buy
14,604
+10,849
+289% +$581K 0.13% 189
2019
Q1 		$201K Sell
3,755
-307
-8% -$16.2K 0.04% 379
2018
Q4 		$213K Buy
+4,062
New +$212K 0.05% 343

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Dynamic Advisor Solutions's IAGG Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.7% in Q2 2026, buying an estimated $54.2K and bringing the position to 65,532 shares worth $3.32M. The position accounts for 0.09% of the portfolio, ranked #229.

Dynamic Advisor Solutions first reported a position in IAGG in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.21M in Q3 2025. 100 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Dynamic Advisor Solutions held 65,532 shares of iShares Core International Aggregate Bond Fund worth $3.32M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,081 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $54.2K.
  • iShares Core International Aggregate Bond Fund made up 0.09% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #229 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and has held it in 31 quarters since.
  • Dynamic Advisor Solutions's iShares Core International Aggregate Bond Fund position peaked at $7.21M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.