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

Lido 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 Q1	–	Sell	-21,295	Closed	-$1.09M	–	2030
2025 Q4	$1.09M	Buy	21,295 +111	+0.5%	+$5.71K	﹤0.01%	970
2025 Q3	$1.09M	Buy	+21,184	New	+$1.08M	﹤0.01%	921
2024 Q3	–	Sell	-6,050	Closed	-$302K	–	1510
2024 Q2	$302K	Buy	+6,050	New	+$301K	﹤0.01%	1117
2023 Q4	–	Sell	-17,936	Closed	-$875K	–	1382
2023 Q3	$875K	Buy	17,936 +679	+4%	+$33.3K	0.01%	577
2023 Q2	$851K	Buy	+17,257	New	+$846K	0.01%	583

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

Lido Advisors's IAGG Position: Q1 2026 in Review

Lido Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026, closing a stake of 21,295 shares — an estimated $1.09M sold.

Lido Advisors first reported a position in IAGG in Q2 2023 and held it in 5 quarters. The position peaked at $1.09M in Q4 2025. 669 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Lido Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 21,295 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $1.09M.
Lido Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2023 and held it in 5 quarters.
Lido Advisors's iShares Core International Aggregate Bond Fund position peaked at $1.09M in Q4 2025.
669 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.