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Gen-Wealth Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Gen-Wealth Partners’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 		$1.05M Buy
20,953
+1,513
+8% +$76K 0.33% 63
2025
Q4 		$972K Buy
19,440
+4,260
+28% +$219K 0.31% 65
2025
Q3 		$778K Buy
15,180
+1,239
+9% +$63.3K 0.26% 94
2025
Q2 		$712K Buy
+13,941
New +$706K 0.27% 96

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Gen-Wealth Partners's IAGG Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 7.8% in Q1 2026, buying an estimated $76K and bringing the position to 20,953 shares worth $1.05M. The position accounts for 0.33% of the portfolio, ranked #63.

Gen-Wealth Partners first reported a position in IAGG in Q2 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Gen-Wealth Partners held 20,953 shares of iShares Core International Aggregate Bond Fund worth $1.05M as of Q1 2026.
  • Gen-Wealth Partners bought 1,513 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $76K.
  • iShares Core International Aggregate Bond Fund made up 0.33% of Gen-Wealth Partners's portfolio in Q1 2026, its #63 holding.
  • Gen-Wealth Partners first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.