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 Q3	–	Sell	-13,095	Closed	-$663K	–	226
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

XFP

Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

BWMG

Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Heartwood Wealth Advisors's IAGG Position: Q3 2026 in Review

Heartwood Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2026, closing a stake of 13,095 shares — an estimated $663K sold.

Heartwood Wealth Advisors first reported a position in IAGG in Q1 2025 and held it in 6 quarters. The position peaked at $663K in Q2 2026. 44 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Heartwood Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2026 after selling out during the quarter.
Heartwood Wealth Advisors sold 13,095 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $663K.
Heartwood Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q1 2025 and held it in 6 quarters.
Heartwood Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $663K in Q2 2026.
44 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.