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

GeoWealth 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 		$53.8M Buy
1,063,816
+22,367
+2% +$1.12M 1.69% 11
2026
Q1 		$52.1M Buy
1,041,449
+30,718
+3% +$1.54M 1.88% 10
2025
Q4 		$50.5M Buy
1,010,731
+17,401
+2% +$895K 1.86% 10
2025
Q3 		$50.9M Sell
993,330
-40,322
-4% -$2.06M 1.86% 10
2025
Q2 		$52.8M Buy
1,033,652
+67,382
+7% +$3.41M 2.06% 9
2025
Q1 		$48.3M Sell
966,270
-157,010
-14% -$7.85M 1.94% 11
2024
Q4 		$56.1M Buy
1,123,280
+131,047
+13% +$6.76M 1.83% 9
2024
Q3 		$51.4M Buy
992,233
+235,838
+31% +$12.1M 1.82% 10
2024
Q2 		$37.8M Buy
756,395
+8,999
+1% +$448K 1.64% 12
2024
Q1 		$37.3M Buy
747,396
+642,710
+614% +$31.8M 1.44% 14
2023
Q4 		$5.21M Sell
104,686
-530
-0.5% -$26.2K 0.43% 60
2023
Q3 		$5.13M Buy
105,216
+1,433
+1% +$70.3K 0.58% 44
2023
Q2 		$5.12M Buy
103,783
+8,835
+9% +$433K 0.55% 37
2023
Q1 		$4.65M Buy
94,948
+7,926
+9% +$384K 0.54% 39
2022
Q4 		$4.14M Buy
87,022
+2,457
+3% +$120K 0.44% 49
2022
Q3 		$4.09M Buy
84,565
+4,283
+5% +$215K 0.45% 48
2022
Q2 		$4M Buy
80,282
+2,212
+3% +$112K 0.54% 45
2022
Q1 		$4.07M Buy
78,070
+7,301
+10% +$389K 0.36% 69
2021
Q4 		$3.86M Buy
70,769
+8,634
+14% +$476K 0.31% 74
2021
Q3 		$3.42M Sell
62,135
-13,657
-18% -$760K 0.28% 81
2021
Q2 		$4.17M Buy
+75,792
New +$4.16M 0.53% 54
2021
Q1 		– Sell
-63,860
Closed -$3.59M – 217
2020
Q4 		$3.59M Sell
63,860
-3,904
-6% -$218K 0.58% 48
2020
Q3 		$3.78M Buy
67,764
+20,153
+42% +$1.12M 1.14% 26
2020
Q2 		$2.65M Buy
47,611
+12,707
+36% +$702K 1.1% 34
2020
Q1 		$1.91M Sell
34,904
-7,700
-18% -$426K 1.35% 25
2019
Q4 		$2.33M Sell
42,604
-19,384
-31% -$1.07M 1.26% 29
2019
Q3 		$3.46M Buy
61,988
+51,829
+510% +$2.87M 0.78% 28
2019
Q2 		$553K Buy
+10,159
New +$544K 1.45% 17

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

GeoWealth Management's IAGG Position: Q2 2026 in Review

GeoWealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 2.1% in Q2 2026, buying an estimated $1.12M and bringing the position to 1,063,816 shares worth $53.8M. The position accounts for 1.69% of the portfolio, ranked #11.

GeoWealth Management first reported a position in IAGG in Q2 2019 and has held it in 28 quarters since. The position peaked at $56.1M in Q4 2024. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • GeoWealth Management held 1,063,816 shares of iShares Core International Aggregate Bond Fund worth $53.8M as of Q2 2026.
  • GeoWealth Management bought 22,367 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.12M.
  • iShares Core International Aggregate Bond Fund made up 1.69% of GeoWealth Management's portfolio in Q2 2026, its #11 holding.
  • GeoWealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2019 and has held it in 28 quarters since.
  • GeoWealth Management's iShares Core International Aggregate Bond Fund position peaked at $56.1M in Q4 2024.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.