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Lloyd Advisory Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Lloyd Advisory Services’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
-204
Closed -$10.2K – 942
2025
Q4 		$10.2K Buy
+204
New +$10.5K ﹤0.01% 394

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
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 $250B AUM 21.32% 1-Year Est. Return

Lloyd Advisory Services's IAGG Position: Q1 2026 in Review

Lloyd Advisory Services sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026, closing a stake of 204 shares — an estimated $10.2K sold.

Lloyd Advisory Services first reported a position in IAGG in Q4 2025 and held it in 1 quarter. The position peaked at $10.2K in Q4 2025. 671 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Lloyd Advisory Services reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 204 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $10.2K.
  • Lloyd Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares Core International Aggregate Bond Fund position peaked at $10.2K in Q4 2025.
  • 671 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.