McKinley Carter Wealth Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

McKinley Carter Wealth 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 Q2	$1.09M	Sell	21,553 -34,915	-62%	-$1.75M	0.06%	171
2026 Q1	$2.83M	Sell	56,468 -253,842	-82%	-$12.8M	0.16%	107
2025 Q4	$15.5M	Sell	310,310 -154,925	-33%	-$7.97M	0.87%	29
2025 Q3	$23.8M	Buy	465,235 +15,751	+4%	+$805K	1.25%	21
2025 Q2	$23M	Buy	449,484 +17,740	+4%	+$899K	1.27%	20
2025 Q1	$21.6M	Buy	+431,744	New	+$21.6M	1.33%	18
2022 Q4	–	Sell	-4,230	Closed	-$204K	–	292
2022 Q3	$204K	Sell	4,230 -628	-13%	-$31.5K	0.02%	273
2022 Q2	$242K	Sell	4,858 -156	-3%	-$7.9K	0.02%	269
2022 Q1	$261K	Sell	5,014 -173	-3%	-$9.21K	0.02%	253
2021 Q4	$283K	Sell	5,187 -17	-0.3%	-$936	0.02%	247
2021 Q3	$286K	Sell	5,204 -279	-5%	-$15.5K	0.02%	242
2021 Q2	$302K	Buy	5,483 +346	+7%	+$19K	0.03%	243
2021 Q1	$282K	Buy	5,137 +758	+17%	+$42K	0.02%	244
2020 Q4	$246K	Buy	+4,379	New	+$245K	0.03%	232

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

McKinley Carter Wealth Services's IAGG Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 62% in Q2 2026, selling an estimated $1.75M and leaving 21,553 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #171.

McKinley Carter Wealth Services first reported a position in IAGG in Q4 2020 and has held it in 14 quarters since. The position peaked at $23.8M in Q3 2025. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

McKinley Carter Wealth Services held 21,553 shares of iShares Core International Aggregate Bond Fund worth $1.09M as of Q2 2026.
McKinley Carter Wealth Services sold 34,915 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.75M.
iShares Core International Aggregate Bond Fund made up 0.06% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #171 holding.
McKinley Carter Wealth Services first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and has held it in 14 quarters since.
McKinley Carter Wealth Services's iShares Core International Aggregate Bond Fund position peaked at $23.8M in Q3 2025.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.