IHWM
IAGG icon

Iron Horse Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Iron Horse 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
2025
Q2 		$401K Buy
7,852
+532
+7% +$27K 0.12% 33
2025
Q1 		$366K Buy
7,320
+301
+4% +$15K 0.12% 33
2024
Q4 		$350K Sell
7,019
-478
-6% -$24.7K 0.12% 31
2024
Q3 		$388K Buy
7,497
+61
+0.8% +$3.12K 0.13% 28
2024
Q2 		$371K Buy
7,436
+688
+10% +$34.2K 0.14% 26
2024
Q1 		$337K Buy
6,748
+1,800
+36% +$89.1K 0.13% 26
2023
Q4 		$246K Sell
4,948
-8
-0.2% -$395 0.11% 35
2023
Q3 		$242K Buy
4,956
+734
+17% +$36K 0.12% 32
2023
Q2 		$208K Sell
4,222
-369
-8% -$18.1K 0.1% 34
2023
Q1 		$225K Buy
4,591
+514
+13% +$24.9K 0.11% 36
2022
Q4 		$194K Buy
4,077
+831
+26% +$40.6K 0.1% 38
2022
Q3 		$157K Sell
3,246
-1,903
-37% -$95.4K 0.23% 24
2022
Q2 		$256K Hold
5,149
– – 0.15% 30
2022
Q1 		$268K Buy
5,149
+378
+8% +$20.1K 0.15% 31
2021
Q4 		$260K Sell
4,771
-305
-6% -$16.8K 0.15% 29
2021
Q3 		$279K Buy
5,076
+29
+0.6% +$1.61K 0.17% 28
2021
Q2 		$278K Buy
5,047
+1,031
+26% +$56.6K 0.18% 29
2021
Q1 		$220K Sell
4,016
-50
-1% -$2.77K 0.16% 29
2020
Q4 		$229K Buy
+4,066
New +$227K 0.18% 29

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Iron Horse Wealth Management's IAGG Position: Q2 2025 in Review

Iron Horse Wealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 7.3% in Q2 2025, buying an estimated $27K and bringing the position to 7,852 shares worth $401K. The position accounts for 0.12% of the portfolio, ranked #33.

Iron Horse Wealth Management first reported a position in IAGG in Q4 2020 and has held it in 19 quarters since. 553 funds tracked by Wall St. Rank hold IAGG as of Q2 2025.

  • Iron Horse Wealth Management held 7,852 shares of iShares Core International Aggregate Bond Fund worth $401K as of Q2 2025.
  • Iron Horse Wealth Management bought 532 iShares Core International Aggregate Bond Fund shares in Q2 2025, an estimated $27K.
  • iShares Core International Aggregate Bond Fund made up 0.12% of Iron Horse Wealth Management's portfolio in Q2 2025, its #33 holding.
  • Iron Horse Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and has held it in 19 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.