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IVC Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

IVC Wealth Advisors’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 		$338K Buy
6,686
+2,411
+56% +$121K 0.13% 129
2026
Q1 		$214K Buy
+4,275
New +$215K 0.09% 165

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

IVC Wealth Advisors's IAGG Position: Q2 2026 in Review

IVC Wealth Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 56% in Q2 2026, buying an estimated $121K and bringing the position to 6,686 shares worth $338K. The position accounts for 0.13% of the portfolio, ranked #129.

IVC Wealth Advisors first reported a position in IAGG in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • IVC Wealth Advisors held 6,686 shares of iShares Core International Aggregate Bond Fund worth $338K as of Q2 2026.
  • IVC Wealth Advisors bought 2,411 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $121K.
  • iShares Core International Aggregate Bond Fund made up 0.13% of IVC Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • IVC Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.