J.W. Cole Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

J.W. Cole 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	$268K	Sell	5,289 -9,756	-65%	-$489K	﹤0.01%	1339
2026 Q1	$753K	Buy	15,045 +978	+7%	+$49.2K	0.03%	433
2025 Q4	$696K	Buy	14,067 +2,028	+17%	+$104K	0.02%	775
2025 Q3	$617K	Buy	12,039 +5,305	+79%	+$271K	0.01%	914
2025 Q2	$344K	Buy	6,734 +2,489	+59%	+$126K	0.01%	1072
2025 Q1	$212K	Sell	4,245 -218	-5%	-$10.9K	0.01%	1120
2024 Q4	$223K	Sell	4,463 -978	-18%	-$50.5K	0.01%	871
2024 Q3	$282K	Sell	5,441 -553	-9%	-$28.3K	0.01%	797
2024 Q2	$299K	Sell	5,994 -1,768	-23%	-$87.9K	0.01%	705
2024 Q1	$388K	Sell	7,762 -4,197	-35%	-$208K	0.02%	605
2023 Q4	$596K	Sell	11,959 -2,266	-16%	-$112K	0.03%	432
2023 Q3	$694K	Sell	14,225 -86	-0.6%	-$4.22K	0.05%	329
2023 Q2	$705K	Buy	14,311 +1,540	+12%	+$75.5K	0.05%	342
2023 Q1	$625K	Hold	12,771	–	–	0.04%	393
2022 Q4	$607K	Sell	12,771 -3,533	-22%	-$173K	0.05%	369
2022 Q3	$788K	Hold	16,304	–	–	0.07%	299
2022 Q2	$812K	Sell	16,304 -1,003	-6%	-$50.8K	0.06%	298
2022 Q1	$902K	Sell	17,307 -818	-5%	-$43.5K	0.06%	302
2021 Q4	$988K	Buy	+18,125	New	+$998K	0.06%	300
2021 Q3	–	Sell	-21,165	Closed	-$1.17M	–	568
2021 Q2	$1.17M	Sell	21,165 -609	-3%	-$33.4K	0.09%	251
2021 Q1	$1.2M	Sell	21,774 -726	-3%	-$40.2K	0.12%	214
2020 Q4	$1.26M	Buy	+22,500	New	+$1.26M	0.13%	189
2020 Q3	–	Sell	-21,046	Closed	-$1.17M	–	783
2020 Q2	$1.17M	Buy	+21,046	New	+$1.16M	0.18%	145
2020 Q1	–	Sell	-21,631	Closed	-$1.19M	–	277
2019 Q4	$1.19M	Buy	+21,631	New	+$1.19M	0.15%	163

Other funds holding IAGG

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

J.W. Cole Advisors's IAGG Position: Q2 2026 in Review

J.W. Cole Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 65% in Q2 2026, selling an estimated $489K and leaving 5,289 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

J.W. Cole Advisors first reported a position in IAGG in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.26M in Q4 2020. 193 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

J.W. Cole Advisors held 5,289 shares of iShares Core International Aggregate Bond Fund worth $268K as of Q2 2026.
J.W. Cole Advisors sold 9,756 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $489K.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1339 holding.
J.W. Cole Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 24 quarters since.
J.W. Cole Advisors's iShares Core International Aggregate Bond Fund position peaked at $1.26M in Q4 2020.
193 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.