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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Horizons Wealth Management's IAGG Position: Q1 2026 in Review

Horizons Wealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 11% in Q1 2026, buying an estimated $162K and bringing the position to 33,650 shares worth $1.68M. The position accounts for 1.1% of the portfolio, ranked #21.

Horizons Wealth Management first reported a position in IAGG in Q2 2022 and has held it in 16 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Horizons Wealth Management held 33,650 shares of iShares Core International Aggregate Bond Fund worth $1.68M as of Q1 2026.
  • Horizons Wealth Management bought 3,231 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $162K.
  • iShares Core International Aggregate Bond Fund made up 1.1% of Horizons Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Horizons Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2022 and has held it in 16 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.