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

Kestra Private Wealth 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 Q2	$4.03M	Buy	79,654 +2,622	+3%	+$131K	0.04%	396
2026 Q1	$3.85M	Buy	77,032 +2,553	+3%	+$128K	0.05%	385
2025 Q4	$3.72M	Sell	74,479 -1,886	-2%	-$97K	0.05%	373
2025 Q3	$3.91M	Buy	76,365 +23,826	+45%	+$1.22M	0.05%	355
2025 Q2	$2.68M	Buy	+52,539	New	+$2.66M	0.04%	424
2023 Q4	–	Sell	-4,548	Closed	-$222K	–	1255
2023 Q3	$222K	Buy	+4,548	New	+$223K	0.01%	990

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kestra Private Wealth Services's IAGG Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 3.4% in Q2 2026, buying an estimated $131K and bringing the position to 79,654 shares worth $4.03M. The position accounts for 0.04% of the portfolio, ranked #396.

Kestra Private Wealth Services first reported a position in IAGG in Q3 2023 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Kestra Private Wealth Services held 79,654 shares of iShares Core International Aggregate Bond Fund worth $4.03M as of Q2 2026.
Kestra Private Wealth Services bought 2,622 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $131K.
iShares Core International Aggregate Bond Fund made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #396 holding.
Kestra Private Wealth Services first reported a position in iShares Core International Aggregate Bond Fund in Q3 2023 and has held it in 6 quarters since.
564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.