GIA
IAGG icon

Gladstone Institutional Advisory’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Gladstone Institutional Advisory’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 		$358K Buy
7,069
+833
+13% +$41.7K 0.01% 690
2026
Q1 		$312K Buy
+6,236
New +$313K 0.01% 656

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Gladstone Institutional Advisory's IAGG Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 13% in Q2 2026, buying an estimated $41.7K and bringing the position to 7,069 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #690.

Gladstone Institutional Advisory first reported a position in IAGG in Q1 2026 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Gladstone Institutional Advisory held 7,069 shares of iShares Core International Aggregate Bond Fund worth $358K as of Q2 2026.
  • Gladstone Institutional Advisory bought 833 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $41.7K.
  • iShares Core International Aggregate Bond Fund made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #690 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Core International Aggregate Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.