Latitude Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Latitude Advisors’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	$208K	Sell	4,233 -2,289	-35%	-$114K	0.06%	240
2026 Q2	$330K	Sell	6,522 -1,298	-17%	-$65K	0.13%	173
2026 Q1	$391K	Buy	7,820 +2,563	+49%	+$129K	0.18%	130
2025 Q4	$263K	Buy	+5,257	New	+$270K	0.12%	183

Other funds holding IAGG

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Latitude Advisors's IAGG Position: Q3 2026 in Review

Latitude Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 35% in Q3 2026, selling an estimated $114K and leaving 4,233 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #240.

Latitude Advisors first reported a position in IAGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $391K in Q1 2026. 379 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Latitude Advisors held 4,233 shares of iShares Core International Aggregate Bond Fund worth $208K as of Q3 2026.
Latitude Advisors sold 2,289 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $114K.
iShares Core International Aggregate Bond Fund made up 0.06% of Latitude Advisors's portfolio in Q3 2026, its #240 holding.
Latitude Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 4 quarters since.
Latitude Advisors's iShares Core International Aggregate Bond Fund position peaked at $391K in Q1 2026.
379 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.