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 Q2	$9.95M	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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

KWB Wealth's IAGG Position: Q2 2026 in Review

KWB Wealth increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 14% in Q2 2026, buying an estimated $1.19M and bringing the position to 196,675 shares worth $9.95M. The position accounts for 0.85% of the portfolio, ranked #32.

KWB Wealth first reported a position in IAGG in Q4 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

KWB Wealth held 196,675 shares of iShares Core International Aggregate Bond Fund worth $9.95M as of Q2 2026.
KWB Wealth bought 23,662 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.19M.
iShares Core International Aggregate Bond Fund made up 0.85% of KWB Wealth's portfolio in Q2 2026, its #32 holding.
KWB Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.