Heartwood Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Heartwood Wealth Advisors’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	$663K	Hold	13,095	–	–	0.05%	125
2026 Q1	$655K	Buy	13,095 +189	+1%	+$9.5K	0.06%	117
2025 Q4	$645K	Hold	12,906	–	–	0.06%	100
2025 Q3	$661K	Hold	12,906	–	–	0.06%	101
2025 Q2	$659K	Hold	12,906	–	–	0.07%	98
2025 Q1	$645K	Buy	+12,906	New	+$645K	0.07%	90

Other funds holding IAGG

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Heartwood Wealth Advisors's IAGG Position: Q2 2026 in Review

Heartwood Wealth Advisors held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 13,095 shares worth $663K. The position accounts for 0.05% of the portfolio, ranked #125.

Heartwood Wealth Advisors first reported a position in IAGG in Q1 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Heartwood Wealth Advisors held 13,095 shares of iShares Core International Aggregate Bond Fund worth $663K as of Q2 2026.
Heartwood Wealth Advisors left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
iShares Core International Aggregate Bond Fund made up 0.05% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Heartwood Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q1 2025 and has held it in 6 quarters since.
193 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.