Liberty Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Liberty Wealth 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	$3.48M	Hold	69,506	–	–	0.43%	57
2026 Q1	$3.48M	Buy	69,506 +38,665	+125%	+$1.94M	0.43%	57
2025 Q4	$1.53M	Sell	30,841 -2,869	-9%	-$148K	0.2%	74
2025 Q3	$1.73M	Buy	33,710 +7,252	+27%	+$371K	0.24%	65
2025 Q2	$1.35M	Buy	+26,458	New	+$1.34M	0.21%	70
2021 Q4	–	Sell	-1	Closed	–	–	585
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1196
2021 Q2	$0	Buy	+1	New	+$55	﹤0.01%	1115
2021 Q1	–	Sell	-1	Closed	–	–	986
2020 Q4	$0	Hold	1	–	–	﹤0.01%	1008
2020 Q3	$0	Hold	1	–	–	﹤0.01%	904
2020 Q2	$0	Sell	1 -700	-100%	-$38.7K	﹤0.01%	914
2020 Q1	$38K	Hold	701	–	–	0.03%	241
2019 Q4	$38K	Sell	701 -517	-42%	-$28.5K	0.03%	302
2019 Q3	$68K	Buy	1,218 +518	+74%	+$28.7K	0.06%	185
2019 Q2	$38K	Hold	700	–	–	0.03%	293
2019 Q1	$37K	Hold	700	–	–	0.03%	247
2018 Q4	$36K	Buy	+700	New	+$36.5K	0.03%	228

Other funds holding IAGG

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

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

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

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

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

Liberty Wealth Management's IAGG Position: Q2 2026 in Review

Liberty Wealth Management held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 69,506 shares worth $3.48M. The position accounts for 0.43% of the portfolio, ranked #57.

Liberty Wealth Management first reported a position in IAGG in Q4 2018 and has held it in 16 quarters since. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Liberty Wealth Management held 69,506 shares of iShares Core International Aggregate Bond Fund worth $3.48M as of Q2 2026.
Liberty Wealth Management left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
iShares Core International Aggregate Bond Fund made up 0.43% of Liberty Wealth Management's portfolio in Q2 2026, its #57 holding.
Liberty Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and has held it in 16 quarters since.
563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.