MilWealth Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

MilWealth Group’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 Q3	$1.11M	Buy	+22,594	New	+$1.12M	0.24%	18
2023 Q4	–	Sell	-163	Closed	-$7.95K	–	65
2023 Q3	$7.95K	Buy	+163	New	+$8K	﹤0.01%	57
2022 Q3	–	Sell	-3,771	Closed	-$188K	–	65
2022 Q2	$188K	Sell	3,771 -9,682	-72%	-$490K	0.08%	26
2022 Q1	$701K	Buy	+13,453	New	+$716K	0.27%	20

Other funds holding IAGG

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

MilWealth Group's IAGG Position: Q3 2026 in Review

MilWealth Group opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q3 2026: 22,594 shares worth $1.11M. The stake represents 0.24% of the portfolio and ranks #18 among its holdings. This is a return to the name: MilWealth Group previously reported a position in IAGG as recently as Q3 2023.

MilWealth Group first reported a position in IAGG in Q1 2022 and has held it in 4 quarters since. 365 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

MilWealth Group held 22,594 shares of iShares Core International Aggregate Bond Fund worth $1.11M as of Q3 2026.
iShares Core International Aggregate Bond Fund was a new MilWealth Group position in Q3 2026.
iShares Core International Aggregate Bond Fund made up 0.24% of MilWealth Group's portfolio in Q3 2026, its #18 holding.
MilWealth Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2022 and has held it in 4 quarters since.
365 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on MilWealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.