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Howe & Rusling’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Howe & Rusling’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 		$159K Buy
+3,178
New +$160K 0.01% 308
2025
Q1 		– Sell
-5,124
Closed -$256K – 442
2024
Q4 		$256K Buy
5,124
+599
+13% +$30.9K 0.02% 222
2024
Q3 		$234K Sell
4,525
-50
-1% -$2.56K 0.02% 233
2024
Q2 		$228K Buy
4,575
+18
+0.4% +$895 0.02% 227
2024
Q1 		$228K Buy
4,557
+163
+4% +$8.07K 0.02% 230
2023
Q4 		$219K Buy
4,394
+278
+7% +$13.7K 0.02% 221
2023
Q3 		$201K Sell
4,116
-68
-2% -$3.34K 0.02% 213
2023
Q2 		$206K Buy
4,184
+153
+4% +$7.5K 0.02% 221
2023
Q1 		$197K Buy
4,031
+11
+0.3% +$533 0.02% 211
2022
Q4 		$191K Buy
4,020
+274
+7% +$13.4K 0.02% 202
2022
Q3 		$181K Sell
3,746
-239
-6% -$12K 0.02% 210
2022
Q2 		$198K Sell
3,985
-198
-5% -$10K 0.03% 199
2022
Q1 		$218K Sell
4,183
-62
-1% -$3.3K 0.03% 195
2021
Q4 		$231K Buy
4,245
+161
+4% +$8.87K 0.03% 188
2021
Q3 		$225K Buy
4,084
+47
+1% +$2.62K 0.03% 184
2021
Q2 		$222K Buy
4,037
+167
+4% +$9.17K 0.03% 176
2021
Q1 		$212K Buy
+3,870
New +$214K 0.03% 171

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Howe & Rusling's IAGG Position: Q1 2026 in Review

Howe & Rusling opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026: 3,178 shares worth $159K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in IAGG as recently as Q4 2024.

Howe & Rusling first reported a position in IAGG in Q1 2021 and has held it in 17 quarters since. The position peaked at $256K in Q4 2024. 666 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Howe & Rusling held 3,178 shares of iShares Core International Aggregate Bond Fund worth $159K as of Q1 2026.
  • iShares Core International Aggregate Bond Fund was a new Howe & Rusling position in Q1 2026.
  • iShares Core International Aggregate Bond Fund made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #308 holding.
  • Howe & Rusling first reported a position in iShares Core International Aggregate Bond Fund in Q1 2021 and has held it in 17 quarters since.
  • Howe & Rusling's iShares Core International Aggregate Bond Fund position peaked at $256K in Q4 2024.
  • 666 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.