LWPC
IAGG icon

Legacy Wealth Partners (Colorado)’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$4.72M Sell
93,231
-1,788
-2% -$89.6K 1.06% 20
2026
Q1 		$4.75M Buy
95,019
+85,959
+949% +$4.32M 1.19% 18
2025
Q4 		$453K Buy
+9,060
New +$466K 0.12% 106

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s IAGG Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.9% in Q2 2026, selling an estimated $89.6K and leaving 93,231 shares worth $4.72M. The position accounts for 1.06% of the portfolio, ranked #20.

Legacy Wealth Partners (Colorado) first reported a position in IAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.75M in Q1 2026. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 93,231 shares of iShares Core International Aggregate Bond Fund worth $4.72M as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 1,788 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $89.6K.
  • iShares Core International Aggregate Bond Fund made up 1.06% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #20 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s iShares Core International Aggregate Bond Fund position peaked at $4.75M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.