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EP Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

EP Wealth Advisors’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 		$1.03M Sell
20,638
-14,597
-41% -$734K 0.01% 634
2025
Q4 		$1.76M Buy
+35,235
New +$1.81M 0.01% 472
2025
Q2 		– Sell
-2,030
Closed -$101K – 1447
2025
Q1 		$101K Sell
2,030
-375
-16% -$18.7K ﹤0.01% 1249
2024
Q4 		$120K Buy
+2,405
New +$124K ﹤0.01% 1176
2024
Q2 		– Sell
-5,469
Closed -$273K – 872
2024
Q1 		$273K Buy
+5,469
New +$271K ﹤0.01% 658

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 $12.8B AUM 19.73% 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

EP Wealth Advisors's IAGG Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 41% in Q1 2026, selling an estimated $734K and leaving 20,638 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #634.

EP Wealth Advisors first reported a position in IAGG in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.76M in Q4 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • EP Wealth Advisors held 20,638 shares of iShares Core International Aggregate Bond Fund worth $1.03M as of Q1 2026.
  • EP Wealth Advisors sold 14,597 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $734K.
  • iShares Core International Aggregate Bond Fund made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #634 holding.
  • EP Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q1 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $1.76M in Q4 2025.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.