Horizons Wealth Management
IAGG icon

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

Horizons 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
Q3 		$1.74M Buy
+35,339
New +$1.76M 1.08% 22
2026
Q1 		$1.68M Buy
33,650
+3,231
+11% +$162K 1.1% 21
2025
Q4 		$1.52M Buy
30,419
+4,279
+16% +$220K 1% 21
2025
Q3 		$1.34M Buy
26,140
+3,345
+15% +$171K 0.91% 23
2025
Q2 		$1.16M Sell
22,795
-799
-3% -$40.5K 0.83% 24
2025
Q1 		$1.18M Buy
23,594
+94
+0.4% +$4.7K 0.88% 23
2024
Q4 		$1.17M Sell
23,500
-1,161
-5% -$59.9K 0.89% 23
2024
Q3 		$1.28M Buy
24,661
+631
+3% +$32.3K 0.98% 22
2024
Q2 		$1.21M Buy
24,030
+60
+0.3% +$2.98K 0.96% 22
2024
Q1 		$1.19M Hold
23,970
– – 0.78% 21
2023
Q4 		$1.19M Buy
23,970
+7,277
+44% +$360K 0.78% 21
2023
Q3 		$814K Buy
16,693
+550
+3% +$27K 0.59% 24
2023
Q2 		$796K Buy
16,143
+164
+1% +$8.04K 0.56% 27
2023
Q1 		$782K Buy
15,979
+1,172
+8% +$56.8K 0.57% 27
2022
Q4 		$704K Sell
14,807
-177
-1% -$8.64K 0.56% 26
2022
Q3 		$724K Hold
14,984
– – 0.67% 20
2022
Q2 		$761K Buy
+14,984
New +$758K 0.62% 22

Other funds holding IAGG

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Horizons Wealth Management's IAGG Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q3 2026: 35,339 shares worth $1.74M. The stake represents 1.08% of the portfolio and ranks #22 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in IAGG as recently as Q1 2026.

Horizons Wealth Management first reported a position in IAGG in Q2 2022 and has held it in 17 quarters since. 289 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Horizons Wealth Management held 35,339 shares of iShares Core International Aggregate Bond Fund worth $1.74M as of Q3 2026.
  • iShares Core International Aggregate Bond Fund was a new Horizons Wealth Management position in Q3 2026.
  • iShares Core International Aggregate Bond Fund made up 1.08% of Horizons Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Horizons Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2022 and has held it in 17 quarters since.
  • 289 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

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