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

JPL 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 		– Sell
-2,001
Closed -$100K – 1921
2026
Q1 		$100K Buy
+2,001
New +$101K 0.02% 165

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JPL Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 2,001 shares — an estimated $100K sold.

JPL Wealth Management first reported a position in IAGG in Q1 2026 and held it in 1 quarter. The position peaked at $100K in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • JPL Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • JPL Wealth Management sold 2,001 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $100K.
  • JPL Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2026 and held it in 1 quarter.
  • JPL Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $100K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.