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

Exencial 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 		$4.87M Sell
97,232
-7,188
-7% -$361K 0.15% 143
2025
Q4 		$5.22M Buy
104,420
+55
+0.1% +$2.83K 0.16% 138
2025
Q3 		$5.35M Sell
104,365
-1,750
-2% -$89.4K 0.17% 133
2025
Q2 		$5.42M Sell
106,115
-5,629
-5% -$285K 0.19% 130
2025
Q1 		$5.59M Sell
111,744
-1,873
-2% -$93.6K 0.21% 129
2024
Q4 		$5.67M Buy
113,617
+90
+0.1% +$4.64K 0.21% 130
2024
Q3 		$5.88M Sell
113,527
-817
-0.7% -$41.8K 0.21% 125
2024
Q2 		$5.71M Sell
114,344
-20,679
-15% -$1.03M 0.21% 126
2024
Q1 		$6.74M Sell
135,023
-6,678
-5% -$331K 0.25% 114
2023
Q4 		$7.06M Sell
141,701
-733
-0.5% -$36.2K 0.29% 103
2023
Q3 		$6.95M Sell
142,434
-1,910
-1% -$93.7K 0.34% 91
2023
Q2 		$7.11M Sell
144,344
-3,935
-3% -$193K 0.33% 92
2023
Q1 		$7.26M Buy
148,279
+4,742
+3% +$230K 0.38% 78
2022
Q4 		$6.83M Buy
143,537
+104,352
+266% +$5.1M 0.37% 85
2022
Q3 		$1.89M Buy
39,185
+22,645
+137% +$1.13M 0.11% 164
2022
Q2 		$824K Buy
16,540
+2,346
+17% +$119K 0.05% 234
2022
Q1 		$740K Sell
14,194
-588
-4% -$31.3K 0.04% 256
2021
Q4 		$806K Buy
+14,782
New +$814K 0.04% 246
2021
Q3 		– Sell
-15,310
Closed -$844K – 376
2021
Q2 		$844K Buy
15,310
+314
+2% +$17.2K 0.05% 255
2021
Q1 		$823K Buy
14,996
+465
+3% +$25.8K 0.05% 233
2020
Q4 		$817K Buy
14,531
+161
+1% +$9K 0.06% 207
2020
Q3 		$800K Buy
+14,370
New +$800K 0.04% 215

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $15B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Exencial Wealth Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 6.9% in Q1 2026, selling an estimated $361K and leaving 97,232 shares worth $4.87M. The position accounts for 0.15% of the portfolio, ranked #143.

Exencial Wealth Advisors first reported a position in IAGG in Q3 2020 and has held it in 22 quarters since. The position peaked at $7.26M in Q1 2023. 668 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Exencial Wealth Advisors held 97,232 shares of iShares Core International Aggregate Bond Fund worth $4.87M as of Q1 2026.
  • Exencial Wealth Advisors sold 7,188 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $361K.
  • iShares Core International Aggregate Bond Fund made up 0.15% of Exencial Wealth Advisors's portfolio in Q1 2026, its #143 holding.
  • Exencial Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and has held it in 22 quarters since.
  • Exencial Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $7.26M in Q1 2023.
  • 668 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.