Fortis Capital Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Fortis Capital 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	–	Sell	-9,309	Closed	-$466K	–	393
2025 Q4	$466K	Sell	9,309 -591	-6%	-$30.4K	0.07%	202
2025 Q3	$507K	Buy	+9,900	New	+$506K	0.08%	180
2023 Q2	–	Sell	-1,919	Closed	-$93.9K	–	338
2023 Q1	$93.9K	Sell	1,919 -176	-8%	-$8.53K	0.05%	198
2022 Q4	$99.6K	Buy	+2,095	New	+$102K	0.06%	217

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Fortis Capital Advisors's IAGG Position: Q1 2026 in Review

Fortis Capital Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026, closing a stake of 9,309 shares — an estimated $466K sold.

Fortis Capital Advisors first reported a position in IAGG in Q4 2022 and held it in 4 quarters. The position peaked at $507K in Q3 2025. 671 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Fortis Capital Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
Fortis Capital Advisors sold 9,309 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $466K.
Fortis Capital Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and held it in 4 quarters.
Fortis Capital Advisors's iShares Core International Aggregate Bond Fund position peaked at $507K in Q3 2025.
671 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

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