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IAGG icon

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

Gilpin 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
Q3 		$12.2K Hold
247
– – 0.01% 320
2026
Q2 		$12.5K Sell
247
-42
-15% -$2.1K 0.01% 293
2026
Q1 		$14.5K Buy
289
+249
+623% +$12.5K 0.01% 271
2025
Q4 		$2K Buy
+40
New +$2.06K ﹤0.01% 397

Other funds holding IAGG

AC
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Gilpin Wealth Management's IAGG Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q3 2026 at 247 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #320.

Gilpin Wealth Management first reported a position in IAGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $14.5K in Q1 2026. 28 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Gilpin Wealth Management held 247 shares of iShares Core International Aggregate Bond Fund worth $12.2K as of Q3 2026.
  • Gilpin Wealth Management left its iShares Core International Aggregate Bond Fund share count unchanged in Q3 2026.
  • iShares Core International Aggregate Bond Fund made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #320 holding.
  • Gilpin Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $14.5K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.