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Modera Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Modera Wealth 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 		$27M Buy
533,071
+25,898
+5% +$1.3M 0.29% 69
2026
Q1 		$25.4M Sell
507,173
-2,902
-0.6% -$146K 0.3% 66
2025
Q4 		$25.5M Buy
510,075
+4,166
+0.8% +$214K 0.3% 68
2025
Q3 		$25.9M Sell
505,909
-4,416
-0.9% -$226K 0.3% 69
2025
Q2 		$26.1M Sell
510,325
-1,680
-0.3% -$85.1K 0.32% 67
2025
Q1 		$25.6M Buy
512,005
+10,525
+2% +$526K 0.35% 65
2024
Q4 		$25M Buy
501,480
+3,814
+0.8% +$197K 0.3% 68
2024
Q3 		$25.8M Buy
497,666
+18,386
+4% +$940K 0.33% 67
2024
Q2 		$23.9M Buy
479,280
+60,810
+15% +$3.02M 0.35% 65
2024
Q1 		$20.9M Sell
418,470
-227
-0.1% -$11.2K 0.32% 70
2023
Q4 		$20.9M Buy
418,697
+16,254
+4% +$803K 0.35% 69
2023
Q3 		$19.6M Buy
402,443
+5,464
+1% +$268K 0.37% 67
2023
Q2 		$19.6M Buy
396,979
+367,992
+1,270% +$18M 0.36% 66
2023
Q1 		$1.42M Buy
28,987
+1,225
+4% +$59.4K 0.06% 120
2022
Q4 		$1.32M Buy
27,762
+20,858
+302% +$1.02M 0.05% 124
2022
Q3 		$334K Buy
+6,904
New +$346K 0.02% 228

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Modera Wealth Management's IAGG Position: Q2 2026 in Review

Modera Wealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 5.1% in Q2 2026, buying an estimated $1.3M and bringing the position to 533,071 shares worth $27M. The position accounts for 0.29% of the portfolio, ranked #69.

Modera Wealth Management first reported a position in IAGG in Q3 2022 and has held it in 16 quarters since. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Modera Wealth Management held 533,071 shares of iShares Core International Aggregate Bond Fund worth $27M as of Q2 2026.
  • Modera Wealth Management bought 25,898 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.3M.
  • iShares Core International Aggregate Bond Fund made up 0.29% of Modera Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Modera Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2022 and has held it in 16 quarters since.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.