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Integrated Wealth Concepts’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Integrated Wealth Concepts’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 		$24.5M Buy
483,238
+244,695
+103% +$12.3M 0.12% 164
2026
Q1 		$11.9M Buy
238,543
+34,519
+17% +$1.73M 0.1% 220
2025
Q4 		$10.2M Buy
204,024
+170,811
+514% +$8.78M 0.12% 157
2025
Q3 		$1.7M Buy
33,213
+7,347
+28% +$375K 0.02% 738
2025
Q2 		$1.32M Buy
25,866
+19,951
+337% +$1.01M 0.01% 787
2025
Q1 		$296K Sell
5,915
-1,759
-23% -$87.9K ﹤0.01% 1414
2024
Q4 		$383K Buy
+7,674
New +$396K ﹤0.01% 1245
2022
Q2 		– Sell
-6,652
Closed -$347K – 1018
2022
Q1 		$347K Sell
6,652
-4,269
-39% -$227K 0.01% 695
2021
Q4 		$596K Sell
10,921
-23,124
-68% -$1.27M 0.02% 576
2021
Q3 		$1.87M Sell
34,045
-6,249
-16% -$348K 0.06% 256
2021
Q2 		$2.22M Sell
40,294
-1,337
-3% -$73.4K 0.08% 205
2021
Q1 		$2.28M Sell
41,631
-1,164
-3% -$64.5K 0.09% 171
2020
Q4 		$2.41M Buy
42,795
+21,272
+99% +$1.19M 0.11% 136
2020
Q3 		$1.2M Buy
21,523
+99
+0.5% +$5.51K 0.07% 184
2020
Q2 		$1.19M Buy
21,424
+11,215
+110% +$620K 0.09% 148
2020
Q1 		$558K Sell
10,209
-30,673
-75% -$1.7M 0.05% 213
2019
Q4 		$2.24M Buy
+40,882
New +$2.25M 0.19% 95

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts's IAGG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 103% in Q2 2026, buying an estimated $12.3M and bringing the position to 483,238 shares worth $24.5M. The position accounts for 0.12% of the portfolio, ranked #164.

Integrated Wealth Concepts first reported a position in IAGG in Q4 2019 and has held it in 17 quarters since. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Integrated Wealth Concepts held 483,238 shares of iShares Core International Aggregate Bond Fund worth $24.5M as of Q2 2026.
  • Integrated Wealth Concepts bought 244,695 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $12.3M.
  • iShares Core International Aggregate Bond Fund made up 0.12% of Integrated Wealth Concepts's portfolio in Q2 2026, its #164 holding.
  • Integrated Wealth Concepts first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 17 quarters since.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.