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Leavell Investment Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Leavell Investment Management’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 		$2.01M Buy
39,678
+2,129
+6% +$107K 0.07% 233
2026
Q1 		$1.88M Buy
37,549
+9,055
+32% +$455K 0.08% 231
2025
Q4 		$1.42M Sell
28,494
-5,751
-17% -$296K 0.06% 255
2025
Q3 		$1.75M Buy
34,245
+163
+0.5% +$8.33K 0.07% 234
2025
Q2 		$1.74M Buy
34,082
+807
+2% +$40.9K 0.08% 230
2025
Q1 		$1.66M Buy
33,275
+81
+0.2% +$4.05K 0.08% 222
2024
Q4 		$1.66M Sell
33,194
-36
-0.1% -$1.86K 0.08% 221
2024
Q3 		$1.72M Buy
33,230
+1,678
+5% +$85.8K 0.09% 217
2024
Q2 		$1.57M Sell
31,552
-1,772
-5% -$88.1K 0.09% 208
2024
Q1 		$1.67M Hold
33,324
– – 0.1% 197
2023
Q4 		$1.66M Hold
33,324
– – 0.11% 183
2023
Q3 		$1.63M Hold
33,324
– – 0.11% 177
2023
Q2 		$1.64M Hold
33,324
– – 0.11% 181
2023
Q1 		$1.63M Buy
33,324
+5,074
+18% +$246K 0.12% 180
2022
Q4 		$1.34M Sell
28,250
-2,700
-9% -$132K 0.1% 195
2022
Q3 		$1.5M Sell
30,950
-1,147
-4% -$57.5K 0.12% 173
2022
Q2 		$1.6M Hold
32,097
– – 0.12% 166
2022
Q1 		$1.67M Buy
32,097
+5,422
+20% +$289K 0.12% 167
2021
Q4 		$1.46M Buy
26,675
+689
+3% +$37.9K 0.1% 189
2021
Q3 		$1.43M Buy
25,986
+8,357
+47% +$465K 0.11% 175
2021
Q2 		$967K Hold
17,629
– – 0.08% 206
2021
Q1 		$967K Buy
17,629
+5,044
+40% +$279K 0.08% 206
2020
Q4 		$707K Buy
12,585
+3,825
+44% +$214K 0.06% 239
2020
Q3 		$488K Buy
8,760
+322
+4% +$17.9K 0.04% 269
2020
Q2 		$470K Buy
8,438
+4,188
+99% +$231K 0.05% 261
2020
Q1 		$232K Hold
4,250
– – 0.03% 320
2019
Q4 		$233K Buy
4,250
+305
+8% +$16.8K 0.02% 359
2019
Q3 		$220K Buy
+3,945
New +$218K 0.02% 360

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AC
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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

Leavell Investment Management's IAGG Position: Q2 2026 in Review

Leavell Investment Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 5.7% in Q2 2026, buying an estimated $107K and bringing the position to 39,678 shares worth $2.01M. The position accounts for 0.07% of the portfolio, ranked #233.

Leavell Investment Management first reported a position in IAGG in Q3 2019 and has held it in 28 quarters since. 175 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Leavell Investment Management held 39,678 shares of iShares Core International Aggregate Bond Fund worth $2.01M as of Q2 2026.
  • Leavell Investment Management bought 2,129 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $107K.
  • iShares Core International Aggregate Bond Fund made up 0.07% of Leavell Investment Management's portfolio in Q2 2026, its #233 holding.
  • Leavell Investment Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2019 and has held it in 28 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.