MAI Capital Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

MAI Capital 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	$231K	Buy	4,574 +2,233	+95%	+$112K	﹤0.01%	1738
2026 Q1	$117K	Hold	2,341	–	–	﹤0.01%	1754
2025 Q4	$117K	Hold	2,341	–	–	﹤0.01%	1560
2025 Q3	$120K	Sell	2,341 -19	-0.8%	-$971	﹤0.01%	1482
2025 Q2	$121K	Buy	2,360 +19	+0.8%	+$963	﹤0.01%	1401
2025 Q1	$117K	Hold	2,341	–	–	﹤0.01%	1337
2024 Q4	$117K	Buy	+2,341	New	+$121K	﹤0.01%	1363

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

MAI Capital Management's IAGG Position: Q2 2026 in Review

MAI Capital Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 95% in Q2 2026, buying an estimated $112K and bringing the position to 4,574 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

MAI Capital Management first reported a position in IAGG in Q4 2024 and has held it in 7 quarters since. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

MAI Capital Management held 4,574 shares of iShares Core International Aggregate Bond Fund worth $231K as of Q2 2026.
MAI Capital Management bought 2,233 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $112K.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1738 holding.
MAI Capital Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.