Insight Wealth Strategies’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Insight Wealth Strategies’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	$446K	Buy	8,886 +223	+3%	+$11.2K	0.04%	130
2026 Q1	$433K	Buy	8,663 +690	+9%	+$34.7K	0.05%	134
2025 Q4	$399K	Buy	7,973 +585	+8%	+$30.1K	0.05%	130
2025 Q3	$378K	Hold	7,388	–	–	0.04%	135
2025 Q2	$378K	Buy	+7,388	New	+$374K	0.05%	131
2020 Q2	–	Sell	-5,447	Closed	-$298K	–	173
2020 Q1	$298K	Sell	5,447 -200,817	-97%	-$11.1M	0.08%	113
2019 Q4	$11.3M	Sell	206,264 -32,103	-13%	-$1.77M	2.39%	13
2019 Q3	$13.3M	Buy	+238,367	New	+$13.2M	3.12%	10

Other funds holding IAGG

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

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Insight Wealth Strategies's IAGG Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 2.6% in Q2 2026, buying an estimated $11.2K and bringing the position to 8,886 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #130.

Insight Wealth Strategies first reported a position in IAGG in Q3 2019 and has held it in 8 quarters since. The position peaked at $13.3M in Q3 2019. 376 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Insight Wealth Strategies held 8,886 shares of iShares Core International Aggregate Bond Fund worth $446K as of Q2 2026.
Insight Wealth Strategies bought 223 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $11.2K.
iShares Core International Aggregate Bond Fund made up 0.04% of Insight Wealth Strategies's portfolio in Q2 2026, its #130 holding.
Insight Wealth Strategies first reported a position in iShares Core International Aggregate Bond Fund in Q3 2019 and has held it in 8 quarters since.
Insight Wealth Strategies's iShares Core International Aggregate Bond Fund position peaked at $13.3M in Q3 2019.
376 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.