Leo Wealth LLC’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Leo Wealth LLC’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 Q1	–	Sell	-131,450	Closed	-$6.58M	–	464
2025 Q4	$6.58M	Buy	131,450 +29,927	+29%	+$1.54M	0.48%	45
2025 Q3	$5.2M	Sell	101,523 -20,355	-17%	-$1.04M	0.67%	32
2025 Q2	$6.24M	Buy	121,878 +26,089	+27%	+$1.32M	0.48%	38
2025 Q1	$4.79M	Sell	95,789 -14,133	-13%	-$706K	0.69%	29
2024 Q4	$5.49M	Buy	109,922 +11,656	+12%	+$601K	0.49%	37
2024 Q3	$5.09M	Buy	98,266 +4,813	+5%	+$246K	0.47%	36
2024 Q2	$4.66M	Buy	93,453 +9,371	+11%	+$466K	0.48%	39
2024 Q1	$4.2M	Buy	84,082 +7,297	+10%	+$361K	0.43%	42
2023 Q4	$3.82M	Buy	+76,785	New	+$3.79M	0.4%	43

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Leo Wealth LLC's IAGG Position: Q1 2026 in Review

Leo Wealth LLC sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026, closing a stake of 131,450 shares — an estimated $6.58M sold.

Leo Wealth LLC first reported a position in IAGG in Q4 2023 and held it in 9 quarters. The position peaked at $6.58M in Q4 2025. 669 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Leo Wealth LLC reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
Leo Wealth LLC sold 131,450 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $6.58M.
Leo Wealth LLC first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and held it in 9 quarters.
Leo Wealth LLC's iShares Core International Aggregate Bond Fund position peaked at $6.58M in Q4 2025.
669 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.