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Legacy Investment Solutions’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$20.1K Buy
+394
New +$20K 0.01% 243
2024
Q4 		$20.9K Buy
+415
New +$21.4K 0.01% 215

Other funds holding IAGG

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Investment Solutions's IAGG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2025: 394 shares worth $20.1K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IAGG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IAGG in Q4 2024 and has held it in 2 quarters since. The position peaked at $20.9K in Q4 2024. 553 funds tracked by Wall St. Rank hold IAGG as of Q2 2025.

  • Legacy Investment Solutions held 394 shares of iShares Core International Aggregate Bond Fund worth $20.1K as of Q2 2025.
  • iShares Core International Aggregate Bond Fund was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Core International Aggregate Bond Fund made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #243 holding.
  • Legacy Investment Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's iShares Core International Aggregate Bond Fund position peaked at $20.9K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.