Fortitude Family Office’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Fortitude Family Office’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 Q3	$1.48K	Buy	30 +11	+58%	+$547	﹤0.01%	2112
2026 Q2	$961	Buy	+19	New	+$952	﹤0.01%	1766
2025 Q4	–	Sell	-3	Closed	-$154	–	2014
2025 Q3	$154	Hold	3	–	–	﹤0.01%	1935
2025 Q2	$153	Hold	3	–	–	﹤0.01%	1981
2025 Q1	$150	Hold	3	–	–	﹤0.01%	1120
2024 Q4	$150	Hold	3	–	–	﹤0.01%	1260
2024 Q3	$155	Hold	3	–	–	﹤0.01%	1194
2024 Q2	$150	Hold	3	–	–	﹤0.01%	948
2024 Q1	$150	Hold	3	–	–	﹤0.01%	957
2023 Q4	$149	Buy	+3	New	+$148	﹤0.01%	995

Other funds holding IAGG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Fortitude Family Office's IAGG Position: Q3 2026 in Review

Fortitude Family Office increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 58% in Q3 2026, buying an estimated $547 and bringing the position to 30 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Fortitude Family Office first reported a position in IAGG in Q4 2023 and has held it in 10 quarters since. 77 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Fortitude Family Office held 30 shares of iShares Core International Aggregate Bond Fund worth $1.48K as of Q3 2026.
Fortitude Family Office bought 11 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $547.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2112 holding.
Fortitude Family Office first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 10 quarters since.
77 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.