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Level Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Level Financial 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
Q3 		– Sell
-5,700
Closed -$288K – 94
2026
Q2 		$288K Hold
5,700
– – 0.06% 80
2026
Q1 		$285K Hold
5,700
– – 0.07% 76
2025
Q4 		$285K Buy
5,700
+34
+0.6% +$1.75K 0.08% 77
2025
Q3 		$290K Hold
5,666
– – 0.08% 82
2025
Q2 		$289K Buy
5,666
+175
+3% +$8.87K 0.09% 77
2025
Q1 		$274K Buy
5,491
+26
+0.5% +$1.3K 0.09% 76
2024
Q4 		$273K Hold
5,465
– – 0.1% 71
2024
Q3 		$283K Hold
5,465
– – 0.11% 67
2024
Q2 		$273K Buy
+5,465
New +$272K 0.12% 62
2024
Q1 		– Sell
-1,252
Closed -$62.4K – 152
2023
Q4 		$62.4K Buy
1,252
+131
+12% +$6.47K 0.03% 106
2023
Q3 		$54.7K Hold
1,121
– – 0.03% 105
2023
Q2 		$55.3K Sell
1,121
-245
-18% -$12K 0.03% 108
2023
Q1 		$66.9K Sell
1,366
-136
-9% -$6.59K 0.04% 87
2022
Q4 		$71K Buy
1,502
+816
+119% +$39.8K 0.05% 80
2022
Q3 		$33K Sell
686
-2,378
-78% -$119K 0.02% 115
2022
Q2 		$153K Sell
3,064
-158
-5% -$8K 0.11% 56
2022
Q1 		$168K Buy
3,222
+3,215
+45,929% +$171K 0.13% 48
2021
Q4 		$0 Buy
+7
New +$386 ﹤0.01% 268

Other funds holding IAGG

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1WAL
15 Wealth Advisors LLC Mundelein, Illinois $399M AUM
WWM
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
XFP
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return

Level Financial Advisors's IAGG Position: Q3 2026 in Review

Level Financial Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2026, closing a stake of 5,700 shares — an estimated $288K sold.

Level Financial Advisors first reported a position in IAGG in Q4 2021 and held it in 18 quarters. The position peaked at $290K in Q3 2025. 49 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Level Financial Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2026 after selling out during the quarter.
  • Level Financial Advisors sold 5,700 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $288K.
  • Level Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and held it in 18 quarters.
  • Level Financial Advisors's iShares Core International Aggregate Bond Fund position peaked at $290K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.