Great Valley Advisor Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Great Valley Advisor Group’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	$967K	Buy	19,333 +2,163	+13%	+$109K	0.02%	518
2025 Q4	$859K	Buy	17,170 +851	+5%	+$43.8K	0.02%	514
2025 Q3	$836K	Buy	16,319 +82	+0.5%	+$4.19K	0.02%	505
2025 Q2	$829K	Buy	16,237 +1,035	+7%	+$52.4K	0.02%	490
2025 Q1	$760K	Buy	15,202 +3,582	+31%	+$179K	0.02%	502
2024 Q4	$580K	Buy	11,620 +4,562	+65%	+$235K	0.01%	547
2024 Q3	$366K	Buy	7,058 +480	+7%	+$24.5K	0.01%	638
2024 Q2	$328K	Buy	+6,578	New	+$327K	0.01%	625
2023 Q3	–	Sell	-10,427	Closed	-$514K	–	701
2023 Q2	$514K	Buy	10,427 +42	+0.4%	+$2.06K	0.02%	439
2023 Q1	$508K	Buy	10,385 +5,024	+94%	+$244K	0.02%	433
2022 Q4	$255K	Buy	+5,361	New	+$262K	0.01%	593

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 $12.8B AUM 19.73% 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

Great Valley Advisor Group's IAGG Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 13% in Q1 2026, buying an estimated $109K and bringing the position to 19,333 shares worth $967K. The position accounts for 0.02% of the portfolio, ranked #518.

Great Valley Advisor Group first reported a position in IAGG in Q4 2022 and has held it in 11 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Great Valley Advisor Group held 19,333 shares of iShares Core International Aggregate Bond Fund worth $967K as of Q1 2026.
Great Valley Advisor Group bought 2,163 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $109K.
iShares Core International Aggregate Bond Fund made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #518 holding.
Great Valley Advisor Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 11 quarters since.
663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.