Eastern Bank’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Eastern Bank’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	$2.73K	Hold	54	–	–	﹤0.01%	959
2026 Q1	$2.7K	Hold	54	–	–	﹤0.01%	984
2025 Q4	$2.7K	Hold	54	–	–	﹤0.01%	1010
2025 Q3	$2.77K	Sell	54 -54	-50%	-$2.76K	﹤0.01%	946
2025 Q2	$5.52K	Buy	108 +54	+100%	+$2.74K	﹤0.01%	817
2025 Q1	$2.7K	Hold	54	–	–	﹤0.01%	903
2024 Q4	$2.7K	Hold	54	–	–	﹤0.01%	877
2024 Q3	$2.8K	Buy	+54	New	+$2.76K	﹤0.01%	854

Other funds holding IAGG

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM