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IAGG icon

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

Grand 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 		$626K Sell
12,500
-4,405
-26% -$221K 0.29% 24
2025
Q4 		$845K Buy
16,905
+10
+0.1% +$514 0.38% 22
2025
Q3 		$866K Hold
16,895
– – 0.42% 22
2025
Q2 		$863K Sell
16,895
-3,650
-18% -$185K 0.44% 22
2025
Q1 		$1.03M Sell
20,545
-53,015
-72% -$2.65M 0.56% 20
2024
Q4 		$3.67M Sell
73,560
-14,401
-16% -$743K 2.05% 10
2024
Q3 		$4.56M Buy
87,961
+308
+0.4% +$15.7K 2.57% 8
2024
Q2 		$4.38M Sell
87,653
-11,192
-11% -$557K 2.6% 8
2024
Q1 		$4.94M Sell
98,845
-8,690
-8% -$430K 2.35% 8
2023
Q4 		$5.36M Buy
107,535
+35,221
+49% +$1.74M 2.91% 8
2023
Q3 		$3.53M Buy
72,314
+13,206
+22% +$648K 2.16% 10
2023
Q2 		$2.91M Sell
59,108
-4,719
-7% -$231K 1.73% 11
2023
Q1 		$3.12M Buy
63,827
+19,980
+46% +$969K 1.88% 11
2022
Q4 		$2.08M Buy
43,847
+6,844
+18% +$334K 1.3% 17
2022
Q3 		$1.79M Buy
37,003
+25,643
+226% +$1.28M 0.94% 19
2022
Q2 		$566K Buy
11,360
+1,654
+17% +$83.7K 0.29% 26
2022
Q1 		$506K Buy
9,706
+9,698
+121,225% +$516K 0.24% 29
2021
Q4 		$0 Buy
+8
New +$441 ﹤0.01% 59

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

Grand Wealth Management's IAGG Position: Q1 2026 in Review

Grand Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 26% in Q1 2026, selling an estimated $221K and leaving 12,500 shares worth $626K. The position accounts for 0.29% of the portfolio, ranked #24.

Grand Wealth Management first reported a position in IAGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.36M in Q4 2023. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Grand Wealth Management held 12,500 shares of iShares Core International Aggregate Bond Fund worth $626K as of Q1 2026.
  • Grand Wealth Management sold 4,405 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $221K.
  • iShares Core International Aggregate Bond Fund made up 0.29% of Grand Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Grand Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 18 quarters since.
  • Grand Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $5.36M in Q4 2023.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.