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M Holdings Securities’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

M Holdings Securities’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 		$613K Sell
12,258
-4,629
-27% -$233K 0.04% 233
2025
Q4 		$845K Buy
+16,887
New +$868K 0.06% 210
2021
Q2 		– Sell
-4,053
Closed -$222K – 336
2021
Q1 		$222K Buy
+4,053
New +$225K 0.02% 449

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 $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

M Holdings Securities's IAGG Position: Q1 2026 in Review

M Holdings Securities reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 27% in Q1 2026, selling an estimated $233K and leaving 12,258 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #233.

M Holdings Securities first reported a position in IAGG in Q1 2021 and has held it in 3 quarters since. The position peaked at $845K in Q4 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • M Holdings Securities held 12,258 shares of iShares Core International Aggregate Bond Fund worth $613K as of Q1 2026.
  • M Holdings Securities sold 4,629 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $233K.
  • iShares Core International Aggregate Bond Fund made up 0.04% of M Holdings Securities's portfolio in Q1 2026, its #233 holding.
  • M Holdings Securities first reported a position in iShares Core International Aggregate Bond Fund in Q1 2021 and has held it in 3 quarters since.
  • M Holdings Securities's iShares Core International Aggregate Bond Fund position peaked at $845K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.