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IAGG icon

GDS Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

GDS Wealth Management’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 		$52.5M Buy
1,038,310
+109,576
+12% +$5.49M 2.5% 6
2026
Q1 		$46.5M Buy
928,734
+83,190
+10% +$4.18M 2.79% 4
2025
Q4 		$42.3M Buy
845,544
+69,460
+9% +$3.57M 2.64% 5
2025
Q3 		$39.8M Buy
776,084
+58,078
+8% +$2.97M 2.62% 4
2025
Q2 		$36.7M Buy
718,006
+30,534
+4% +$1.55M 2.68% 4
2025
Q1 		$34.4M Buy
687,472
+59,062
+9% +$2.95M 2.93% 4
2024
Q4 		$31.4M Buy
628,410
+55,673
+10% +$2.87M 2.86% 6
2024
Q3 		$29.7M Buy
572,737
+46,018
+9% +$2.35M 2.89% 7
2024
Q2 		$26.3M Buy
526,719
+53,296
+11% +$2.65M 2.88% 7
2024
Q1 		$23.6M Buy
473,423
+42,734
+10% +$2.12M 2.77% 6
2023
Q4 		$21.4M Buy
430,689
+18,175
+4% +$898K 2.89% 8
2023
Q3 		$20.1M Buy
412,514
+24,598
+6% +$1.21M 3.16% 8
2023
Q2 		$19.1M Buy
387,916
+15,004
+4% +$736K 3.1% 9
2023
Q1 		$18.3M Buy
372,912
+38,715
+12% +$1.88M 3.23% 9
2022
Q4 		$15.9M Buy
334,197
+35,433
+12% +$1.73M 3.04% 10
2022
Q3 		$14.4M Buy
298,764
+10,213
+4% +$512K 3.21% 5
2022
Q2 		$14.4M Buy
288,551
+31,504
+12% +$1.59M 3.22% 6
2022
Q1 		$13.2M Buy
257,047
+15,303
+6% +$814K 2.9% 10
2021
Q4 		$13.2M Buy
+241,744
New +$13.3M 2.95% 9

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GDS Wealth Management's IAGG Position: Q2 2026 in Review

GDS Wealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 12% in Q2 2026, buying an estimated $5.49M and bringing the position to 1,038,310 shares worth $52.5M. The position accounts for 2.5% of the portfolio, ranked #6.

GDS Wealth Management first reported a position in IAGG in Q4 2021 and has held it in 19 quarters since. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • GDS Wealth Management held 1,038,310 shares of iShares Core International Aggregate Bond Fund worth $52.5M as of Q2 2026.
  • GDS Wealth Management bought 109,576 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $5.49M.
  • iShares Core International Aggregate Bond Fund made up 2.5% of GDS Wealth Management's portfolio in Q2 2026, its #6 holding.
  • GDS Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 19 quarters since.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.