Independent Advisor Alliance’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Independent Advisor Alliance’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 Q2	$813K	Sell	16,062 -63,241	-80%	-$3.17M	0.02%	525
2026 Q1	$3.97M	Buy	+79,303	New	+$3.99M	0.04%	374
2025 Q2	–	Sell	-6,606	Closed	-$330K	–	907
2025 Q1	$330K	Sell	6,606 -10,808	-62%	-$540K	0.01%	633
2024 Q4	$869K	Buy	+17,414	New	+$898K	0.01%	766
2020 Q1	–	Sell	-4,736	Closed	-$259K	–	597
2019 Q4	$259K	Buy	+4,736	New	+$261K	0.01%	733

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Advisor Alliance's IAGG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 80% in Q2 2026, selling an estimated $3.17M and leaving 16,062 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #525.

Independent Advisor Alliance first reported a position in IAGG in Q4 2019 and has held it in 5 quarters since. The position peaked at $3.97M in Q1 2026. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Independent Advisor Alliance held 16,062 shares of iShares Core International Aggregate Bond Fund worth $813K as of Q2 2026.
Independent Advisor Alliance sold 63,241 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $3.17M.
iShares Core International Aggregate Bond Fund made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #525 holding.
Independent Advisor Alliance first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 5 quarters since.
Independent Advisor Alliance's iShares Core International Aggregate Bond Fund position peaked at $3.97M in Q1 2026.
564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.