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

Lifeworks 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 		$419K Sell
8,376
-3,198
-28% -$161K 0.05% 214
2025
Q4 		$579K Buy
11,574
+487
+4% +$25K 0.08% 197
2025
Q3 		$568K Buy
11,087
+445
+4% +$22.7K 0.08% 192
2025
Q2 		$544K Buy
10,642
+3,118
+41% +$158K 0.08% 181
2025
Q1 		$376K Sell
7,524
-352
-4% -$17.6K 0.06% 220
2024
Q4 		$393K Buy
7,876
+179
+2% +$9.23K 0.07% 197
2024
Q3 		$399K Buy
+7,697
New +$393K 0.08% 191

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $13.1B AUM
WI
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Lifeworks Advisors's IAGG Position: Q1 2026 in Review

Lifeworks Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 28% in Q1 2026, selling an estimated $161K and leaving 8,376 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #214.

Lifeworks Advisors first reported a position in IAGG in Q3 2024 and has held it in 7 quarters since. The position peaked at $579K in Q4 2025. 665 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Lifeworks Advisors held 8,376 shares of iShares Core International Aggregate Bond Fund worth $419K as of Q1 2026.
  • Lifeworks Advisors sold 3,198 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $161K.
  • iShares Core International Aggregate Bond Fund made up 0.05% of Lifeworks Advisors's portfolio in Q1 2026, its #214 holding.
  • Lifeworks Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q3 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's iShares Core International Aggregate Bond Fund position peaked at $579K in Q4 2025.
  • 665 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.