EH
IAGG icon

Equitable Holdings’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Equitable Holdings’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 		$12M Buy
240,697
+6,134
+3% +$308K 0.08% 249
2025
Q4 		$11.7M Sell
234,563
-37,629
-14% -$1.93M 0.08% 215
2025
Q3 		$13.9M Sell
272,192
-119,494
-31% -$6.11M 0.1% 177
2025
Q2 		$20M Buy
391,686
+351,732
+880% +$17.8M 0.16% 118
2025
Q1 		$2M Buy
39,954
+9,008
+29% +$450K 0.02% 511
2024
Q4 		$1.54M Buy
30,946
+5,744
+23% +$296K 0.01% 544
2024
Q3 		$1.31M Buy
25,202
+279
+1% +$14.3K 0.01% 606
2024
Q2 		$1.24M Buy
24,923
+2,673
+12% +$133K 0.01% 595
2024
Q1 		$1.11M Buy
22,250
+4,816
+28% +$239K 0.01% 590
2023
Q4 		$868K Buy
17,434
+2,927
+20% +$145K 0.01% 622
2023
Q3 		$708K Buy
14,507
+3,784
+35% +$186K 0.01% 626
2023
Q2 		$529K Buy
10,723
+1,800
+20% +$88.3K 0.01% 687
2023
Q1 		$437K Buy
8,923
+390
+5% +$18.9K 0.01% 679
2022
Q4 		$406K Buy
8,533
+711
+9% +$34.7K 0.01% 666
2022
Q3 		$378K Buy
7,822
+562
+8% +$28.2K 0.01% 627
2022
Q2 		$362K Buy
+7,260
New +$367K 0.01% 637

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

Equitable Holdings's IAGG Position: Q1 2026 in Review

Equitable Holdings increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 2.6% in Q1 2026, buying an estimated $308K and bringing the position to 240,697 shares worth $12M. The position accounts for 0.08% of the portfolio, ranked #249.

Equitable Holdings first reported a position in IAGG in Q2 2022 and has held it in 16 quarters since. The position peaked at $20M in Q2 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Equitable Holdings held 240,697 shares of iShares Core International Aggregate Bond Fund worth $12M as of Q1 2026.
  • Equitable Holdings bought 6,134 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $308K.
  • iShares Core International Aggregate Bond Fund made up 0.08% of Equitable Holdings's portfolio in Q1 2026, its #249 holding.
  • Equitable Holdings first reported a position in iShares Core International Aggregate Bond Fund in Q2 2022 and has held it in 16 quarters since.
  • Equitable Holdings's iShares Core International Aggregate Bond Fund position peaked at $20M in Q2 2025.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.