IVC Wealth Advisors
IAGG icon

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
Q3 		$366K Buy
7,444
+758
+11% +$37.7K 0.15% 113
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IVC Wealth Advisors's IAGG Position: Q3 2026 in Review

IVC Wealth Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 11% in Q3 2026, buying an estimated $37.7K and bringing the position to 7,444 shares worth $366K. The position accounts for 0.15% of the portfolio, ranked #113.

IVC Wealth Advisors first reported a position in IAGG in Q1 2026 and has held it in 3 quarters since. 502 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • IVC Wealth Advisors held 7,444 shares of iShares Core International Aggregate Bond Fund worth $366K as of Q3 2026.
  • IVC Wealth Advisors bought 758 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $37.7K.
  • iShares Core International Aggregate Bond Fund made up 0.15% of IVC Wealth Advisors's portfolio in Q3 2026, its #113 holding.
  • IVC Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q1 2026 and has held it in 3 quarters since.
  • 502 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.