Envestnet Portfolio Solutions’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Envestnet Portfolio 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	–	Sell	-2,470,476	Closed	-$124M	–	1408
2026 Q1	$124M	Buy	2,470,476 +119,872	+5%	+$6.02M	0.68%	36
2025 Q4	$118M	Buy	2,350,604 +154,956	+7%	+$7.97M	0.41%	51
2025 Q3	$112M	Sell	2,195,648 -297	-0%	-$15.2K	0.41%	48
2025 Q2	$112M	Buy	+2,195,945	New	+$111M	0.41%	47
2025 Q1	–	Sell	-5,462	Closed	-$273K	–	1664
2024 Q4	$273K	Sell	5,462 -4,971	-48%	-$256K	﹤0.01%	1549
2024 Q3	$541K	Sell	10,433 -1,755	-14%	-$89.7K	﹤0.01%	1160
2024 Q2	$608K	Buy	12,188 +2,465	+25%	+$123K	﹤0.01%	1055
2024 Q1	$486K	Sell	9,723 -1,940	-17%	-$96.1K	﹤0.01%	1134
2023 Q4	$581K	Buy	+11,663	New	+$576K	﹤0.01%	987

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions's IAGG Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 2,470,476 shares — an estimated $124M sold.

Envestnet Portfolio Solutions first reported a position in IAGG in Q4 2023 and held it in 9 quarters. The position peaked at $124M in Q1 2026. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Envestnet Portfolio Solutions reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 2,470,476 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $124M.
Envestnet Portfolio Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's iShares Core International Aggregate Bond Fund position peaked at $124M in Q1 2026.
563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.