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

Golden State 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 Q1	$587K	Buy	11,727 +10,227	+682%	+$514K	0.06%	225
2025 Q4	$75K	Buy	1,500 +613	+69%	+$31.5K	0.01%	588
2025 Q3	$45.4K	Buy	887 +17	+2%	+$869	0.01%	702
2025 Q2	$44.4K	Buy	870 +832	+2,189%	+$42.2K	0.01%	675
2025 Q1	$1.9K	Hold	38	–	–	﹤0.01%	1329
2024 Q4	$1.9K	Buy	+38	New	+$1.96K	﹤0.01%	1259
2020 Q2	–	Sell	-437	Closed	-$24K	–	513
2020 Q1	$24K	Buy	+437	New	+$24.2K	0.01%	472
2019 Q4	–	Sell	-13,568	Closed	-$757K	–	449
2019 Q3	$757K	Sell	13,568 -857	-6%	-$47.4K	0.25%	77
2019 Q2	$785K	Sell	14,425 -17,745	-55%	-$950K	0.25%	80
2019 Q1	$1.72M	Buy	+32,170	New	+$1.69M	0.57%	37

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Golden State Wealth Management's IAGG Position: Q1 2026 in Review

Golden State Wealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 682% in Q1 2026, buying an estimated $514K and bringing the position to 11,727 shares worth $587K. The position accounts for 0.06% of the portfolio, ranked #225.

Golden State Wealth Management first reported a position in IAGG in Q1 2019 and has held it in 10 quarters since. The position peaked at $1.72M in Q1 2019. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Golden State Wealth Management held 11,727 shares of iShares Core International Aggregate Bond Fund worth $587K as of Q1 2026.
Golden State Wealth Management bought 10,227 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $514K.
iShares Core International Aggregate Bond Fund made up 0.06% of Golden State Wealth Management's portfolio in Q1 2026, its #225 holding.
Golden State Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $1.72M in Q1 2019.
663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.