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Institute for Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Institute for 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
Q2 		$152 Buy
+3
New +$150 ﹤0.01% 1733

Other funds holding IAGG

BlackRock
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
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

Institute for Wealth Management's IAGG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026: 3 shares worth $152. The stake represents ﹤0.01% of the portfolio and ranks #1733 among its holdings.

380 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Institute for Wealth Management held 3 shares of iShares Core International Aggregate Bond Fund worth $152 as of Q2 2026.
  • iShares Core International Aggregate Bond Fund was a new Institute for Wealth Management position in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1733 holding.
  • 380 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.