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

KWB Wealth’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	$10M	Buy	203,972 +7,297	+4%	+$363K	0.86%	35
2026 Q2	$10M	Buy	196,675 +23,662	+14%	+$1.19M	0.85%	32
2026 Q1	$8.65M	Sell	173,013 -3,531	-2%	-$177K	0.86%	35
2025 Q4	$8.83M	Buy	176,544 +25,083	+17%	+$1.29M	0.84%	35
2025 Q3	$7.74M	Buy	151,461 +101,825	+205%	+$5.2M	0.86%	29
2025 Q2	$2.48M	Sell	49,636 -136	-0.3%	-$6.89K	0.3%	56
2025 Q1	$2.48M	Sell	49,772 -1,793	-3%	-$89.6K	0.3%	48
2024 Q4	$2.67M	Buy	+51,565	New	+$2.66M	0.33%	40

Other funds holding IAGG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

KWB Wealth's IAGG Position: Q3 2026 in Review

KWB Wealth increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 3.7% in Q3 2026, buying an estimated $363K and bringing the position to 203,972 shares worth $10M. The position accounts for 0.86% of the portfolio, ranked #35.

KWB Wealth first reported a position in IAGG in Q4 2024 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

KWB Wealth held 203,972 shares of iShares Core International Aggregate Bond Fund worth $10M as of Q3 2026.
KWB Wealth bought 7,297 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $363K.
iShares Core International Aggregate Bond Fund made up 0.86% of KWB Wealth's portfolio in Q3 2026, its #35 holding.
KWB Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 8 quarters since.
109 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.