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

EverSource 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 Q2	$198K	Sell	3,916 -7,479	-66%	-$375K	0.01%	1007
2026 Q1	$570K	Buy	11,395 +3,770	+49%	+$189K	0.02%	549
2025 Q4	$381K	Sell	7,625 -35	-0.5%	-$1.8K	0.01%	641
2025 Q3	$392K	Buy	7,660 +293	+4%	+$15K	0.02%	598
2025 Q2	$376K	Buy	7,367 +3,552	+93%	+$180K	0.02%	562
2025 Q1	$191K	Sell	3,815 -1,887	-33%	-$94.3K	0.01%	678
2024 Q4	$285K	Buy	5,702 +1,878	+49%	+$96.9K	0.02%	523
2024 Q3	$198K	Sell	3,824 -482	-11%	-$24.6K	0.01%	561
2024 Q2	$219K	Buy	4,306 +60	+1%	+$2.98K	0.01%	531
2024 Q1	$210K	Buy	4,246 +544	+15%	+$26.9K	0.02%	472
2023 Q4	$184K	Buy	+3,702	New	+$183K	0.02%	451

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

EverSource Wealth Advisors's IAGG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 66% in Q2 2026, selling an estimated $375K and leaving 3,916 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #1007.

EverSource Wealth Advisors first reported a position in IAGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $570K in Q1 2026. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

EverSource Wealth Advisors held 3,916 shares of iShares Core International Aggregate Bond Fund worth $198K as of Q2 2026.
EverSource Wealth Advisors sold 7,479 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $375K.
iShares Core International Aggregate Bond Fund made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1007 holding.
EverSource Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $570K in Q1 2026.
563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.