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Hennion & Walsh Asset Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Hennion & Walsh Asset 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
Q3 		$995K Buy
20,224
+4,739
+31% +$236K 0.03% 569
2026
Q2 		$784K Buy
15,485
+258
+2% +$12.9K 0.02% 629
2026
Q1 		$762K Buy
15,227
+10,501
+222% +$528K 0.03% 576
2025
Q4 		$236K Buy
+4,726
New +$243K 0.01% 877

Other funds holding IAGG

AC
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
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
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

Hennion & Walsh Asset Management's IAGG Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 31% in Q3 2026, buying an estimated $236K and bringing the position to 20,224 shares worth $995K. The position accounts for 0.03% of the portfolio, ranked #569.

Hennion & Walsh Asset Management first reported a position in IAGG in Q4 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Hennion & Walsh Asset Management held 20,224 shares of iShares Core International Aggregate Bond Fund worth $995K as of Q3 2026.
  • Hennion & Walsh Asset Management bought 4,739 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $236K.
  • iShares Core International Aggregate Bond Fund made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #569 holding.
  • Hennion & Walsh Asset Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.