Kestra Advisory Services
IAGG icon

Kestra Advisory Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Kestra Advisory Services’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 		$8.72M Buy
177,329
+72,569
+69% +$3.61M 0.02% 622
2026
Q2 		$5.3M Buy
104,760
+2,618
+3% +$131K 0.02% 818
2026
Q1 		$5.11M Buy
102,142
+5,742
+6% +$289K 0.02% 774
2025
Q4 		$4.82M Buy
96,400
+21,272
+28% +$1.09M 0.02% 758
2025
Q3 		$3.85M Buy
75,128
+13,334
+22% +$681K 0.02% 813
2025
Q2 		$3.16M Buy
61,794
+48,385
+361% +$2.45M 0.02% 844
2025
Q1 		$670K Sell
13,409
-3,162
-19% -$158K ﹤0.01% 1636
2024
Q4 		$827K Buy
16,571
+1,192
+8% +$61.5K ﹤0.01% 1525
2024
Q3 		$797K Buy
15,379
+1,422
+10% +$72.7K ﹤0.01% 1469
2024
Q2 		$697K Buy
13,957
+2,599
+23% +$129K ﹤0.01% 1553
2024
Q1 		$567K Sell
11,358
-619
-5% -$30.7K ﹤0.01% 1584
2023
Q4 		$596K Buy
11,977
+4,906
+69% +$242K ﹤0.01% 1415
2023
Q3 		$345K Buy
7,071
+2,533
+56% +$124K ﹤0.01% 1577
2023
Q2 		$224K Buy
+4,538
New +$222K ﹤0.01% 1837
2022
Q4 		– Sell
-4,694
Closed -$227K – 2290
2022
Q3 		$227K Sell
4,694
-15
-0.3% -$752 ﹤0.01% 1788
2022
Q2 		$235K Sell
4,709
-2,085
-31% -$106K ﹤0.01% 1797
2022
Q1 		$354K Buy
6,794
+1,674
+33% +$89.1K ﹤0.01% 1500
2021
Q4 		$279K Sell
5,120
-4,435
-46% -$244K ﹤0.01% 1643
2021
Q3 		$526K Buy
9,555
+5,083
+114% +$283K 0.01% 1362
2021
Q2 		$246K Sell
4,472
-289
-6% -$15.9K ﹤0.01% 1712
2021
Q1 		$261K Sell
4,761
-8,394
-64% -$465K ﹤0.01% 1548
2020
Q4 		$738K Buy
13,155
+13,097
+22,581% +$732K 0.01% 1015
2020
Q3 		$211K Buy
+58
New +$3.23K ﹤0.01% 1270

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Kestra Advisory Services's IAGG Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 69% in Q3 2026, buying an estimated $3.61M and bringing the position to 177,329 shares worth $8.72M. The position accounts for 0.02% of the portfolio, ranked #622.

Kestra Advisory Services first reported a position in IAGG in Q3 2020 and has held it in 23 quarters since. 266 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Kestra Advisory Services held 177,329 shares of iShares Core International Aggregate Bond Fund worth $8.72M as of Q3 2026.
  • Kestra Advisory Services bought 72,569 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $3.61M.
  • iShares Core International Aggregate Bond Fund made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #622 holding.
  • Kestra Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and has held it in 23 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.