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

Merkkuri Wealth 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	$2M	Sell	39,933 -349	-0.9%	-$17.5K	1.32%	23
2025 Q4	$2.01M	Buy	40,282 +12,091	+43%	+$622K	1.37%	26
2025 Q3	$1.44M	Buy	28,191 +2,286	+9%	+$117K	1.05%	30
2025 Q2	$1.32M	Buy	25,905 +9,994	+63%	+$506K	1%	34
2025 Q1	$795K	Sell	15,911 -1,538	-9%	-$76.9K	0.68%	37
2024 Q4	$871K	Buy	17,449 +2,116	+14%	+$109K	0.69%	39
2024 Q3	$795K	Buy	15,333 +2,299	+18%	+$118K	0.63%	40
2024 Q2	$651K	Buy	+13,034	New	+$648K	0.6%	42

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Merkkuri Wealth Advisors's IAGG Position: Q1 2026 in Review

Merkkuri Wealth Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.87% in Q1 2026, selling an estimated $17.5K and leaving 39,933 shares worth $2M. The position accounts for 1.32% of the portfolio, ranked #23.

Merkkuri Wealth Advisors first reported a position in IAGG in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.01M in Q4 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Merkkuri Wealth Advisors held 39,933 shares of iShares Core International Aggregate Bond Fund worth $2M as of Q1 2026.
Merkkuri Wealth Advisors sold 349 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $17.5K.
iShares Core International Aggregate Bond Fund made up 1.32% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #23 holding.
Merkkuri Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $2.01M in Q4 2025.
663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.