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IAGG icon

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

JGP 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
2026
Q2 		$4.07M Buy
80,494
+991
+1% +$49.7K 0.37% 50
2026
Q1 		$3.98M Buy
79,503
+2,583
+3% +$130K 0.41% 50
2025
Q4 		$3.85M Buy
76,920
+6,790
+10% +$349K 0.4% 52
2025
Q3 		$3.6M Buy
70,130
+658
+0.9% +$33.6K 0.4% 56
2025
Q2 		$3.55M Buy
69,472
+1,627
+2% +$82.4K 0.43% 53
2025
Q1 		$3.39M Buy
67,845
+8,871
+15% +$443K 0.45% 52
2024
Q4 		$2.94M Buy
58,974
+2,838
+5% +$146K 0.38% 54
2024
Q3 		$2.91M Buy
56,136
+1,159
+2% +$59.3K 0.37% 54
2024
Q2 		$2.74M Buy
54,977
+2,963
+6% +$147K 0.39% 53
2024
Q1 		$2.6M Buy
52,014
+7,856
+18% +$389K 0.38% 56
2023
Q4 		$2.2M Buy
44,158
+15,120
+52% +$747K 0.33% 57
2023
Q3 		$1.42M Buy
29,038
+1,589
+6% +$78K 0.24% 70
2023
Q2 		$1.35M Buy
27,449
+1,393
+5% +$68.3K 0.22% 72
2023
Q1 		$1.28M Sell
26,056
-571
-2% -$27.7K 0.22% 72
2022
Q4 		$1.27M Sell
26,627
-202
-0.8% -$9.87K 0.23% 72
2022
Q3 		$1.29M Buy
26,829
+629
+2% +$31.5K 0.27% 66
2022
Q2 		$1.31M Buy
26,200
+414
+2% +$21K 0.26% 67
2022
Q1 		$1.33M Buy
25,786
+2,087
+9% +$111K 0.25% 71
2021
Q4 		$1.28M Buy
23,699
+4,463
+23% +$246K 0.24% 71
2021
Q3 		$1.06M Buy
19,236
+1,764
+10% +$98.1K 0.23% 74
2021
Q2 		$963K Buy
17,472
+2,684
+18% +$147K 0.21% 76
2021
Q1 		$811K Buy
14,788
+2,563
+21% +$142K 0.18% 79
2020
Q4 		$681K Buy
12,225
+1,454
+13% +$81.2K 0.16% 80
2020
Q3 		$599K Buy
10,771
+429
+4% +$23.9K 0.16% 79
2020
Q2 		$575K Buy
10,342
+276
+3% +$15.3K 0.17% 78
2020
Q1 		$552K Buy
10,066
+1,777
+21% +$98.3K 0.2% 88
2019
Q4 		$457K Buy
8,289
+252
+3% +$13.9K 0.14% 92
2019
Q3 		$447K Buy
8,037
+1,358
+20% +$75.1K 0.15% 89
2019
Q2 		$364K Buy
6,679
+2,464
+58% +$132K 0.13% 99
2019
Q1 		$225K Buy
+4,215
New +$222K 0.09% 114

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 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

JGP Wealth Management's IAGG Position: Q2 2026 in Review

JGP Wealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.2% in Q2 2026, buying an estimated $49.7K and bringing the position to 80,494 shares worth $4.07M. The position accounts for 0.37% of the portfolio, ranked #50.

JGP Wealth Management first reported a position in IAGG in Q1 2019 and has held it in 30 quarters since. 211 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • JGP Wealth Management held 80,494 shares of iShares Core International Aggregate Bond Fund worth $4.07M as of Q2 2026.
  • JGP Wealth Management bought 991 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $49.7K.
  • iShares Core International Aggregate Bond Fund made up 0.37% of JGP Wealth Management's portfolio in Q2 2026, its #50 holding.
  • JGP Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2019 and has held it in 30 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.