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 Q3	$393K	Sell	7,992 -894	-10%	-$44.5K	0.04%	137
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

BWMG

Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Insight Wealth Strategies's IAGG Position: Q3 2026 in Review

Insight Wealth Strategies reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 10% in Q3 2026, selling an estimated $44.5K and leaving 7,992 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #137.

Insight Wealth Strategies first reported a position in IAGG in Q3 2019 and has held it in 9 quarters since. The position peaked at $13.3M in Q3 2019. 28 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Insight Wealth Strategies held 7,992 shares of iShares Core International Aggregate Bond Fund worth $393K as of Q3 2026.
Insight Wealth Strategies sold 894 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $44.5K.
iShares Core International Aggregate Bond Fund made up 0.04% of Insight Wealth Strategies's portfolio in Q3 2026, its #137 holding.
Insight Wealth Strategies first reported a position in iShares Core International Aggregate Bond Fund in Q3 2019 and has held it in 9 quarters since.
Insight Wealth Strategies's iShares Core International Aggregate Bond Fund position peaked at $13.3M in Q3 2019.
28 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.