JGP Wealth Management
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
Q3 		$4.01M Buy
81,596
+1,102
+1% +$54.8K 0.35% 56
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% -$9.9K 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

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
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

JGP Wealth Management's IAGG Position: Q3 2026 in Review

JGP Wealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.4% in Q3 2026, buying an estimated $54.8K and bringing the position to 81,596 shares worth $4.01M. The position accounts for 0.35% of the portfolio, ranked #56.

JGP Wealth Management first reported a position in IAGG in Q1 2019 and has held it in 31 quarters since. The position peaked at $4.07M in Q2 2026. 221 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • JGP Wealth Management held 81,596 shares of iShares Core International Aggregate Bond Fund worth $4.01M as of Q3 2026.
  • JGP Wealth Management bought 1,102 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $54.8K.
  • iShares Core International Aggregate Bond Fund made up 0.35% of JGP Wealth Management's portfolio in Q3 2026, its #56 holding.
  • JGP Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2019 and has held it in 31 quarters since.
  • JGP Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $4.07M in Q2 2026.
  • 221 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.