LA
IAGG icon

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
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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Latitude Advisors's IAGG Position: Q2 2026 in Review

Latitude Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 17% in Q2 2026, selling an estimated $65K and leaving 6,522 shares worth $330K. The position accounts for 0.13% of the portfolio, ranked #173.

Latitude Advisors first reported a position in IAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $391K in Q1 2026. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Latitude Advisors held 6,522 shares of iShares Core International Aggregate Bond Fund worth $330K as of Q2 2026.
  • Latitude Advisors sold 1,298 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $65K.
  • iShares Core International Aggregate Bond Fund made up 0.13% of Latitude Advisors's portfolio in Q2 2026, its #173 holding.
  • Latitude Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • Latitude Advisors's iShares Core International Aggregate Bond Fund position peaked at $391K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.