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

Modern 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	$10.7M	Sell	210,560 -230,437	-52%	-$11.5M	0.13%	173
2026 Q1	$22M	Buy	440,997 +31,382	+8%	+$1.58M	0.38%	70
2025 Q4	$20.5M	Sell	409,615 -58,319	-12%	-$3M	0.37%	70
2025 Q3	$24M	Buy	467,934 +222,153	+90%	+$11.4M	0.47%	59
2025 Q2	$12.6M	Buy	245,781 +103,727	+73%	+$5.26M	0.31%	82
2025 Q1	$7.1M	Sell	142,054 -50,952	-26%	-$2.55M	0.23%	92
2024 Q4	$9.63M	Buy	+193,006	New	+$9.96M	0.36%	65

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

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

Modern Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 52% in Q2 2026, selling an estimated $11.5M and leaving 210,560 shares worth $10.7M. The position accounts for 0.13% of the portfolio, ranked #173.

Modern Wealth Management first reported a position in IAGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $24M in Q3 2025. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Modern Wealth Management held 210,560 shares of iShares Core International Aggregate Bond Fund worth $10.7M as of Q2 2026.
Modern Wealth Management sold 230,437 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $11.5M.
iShares Core International Aggregate Bond Fund made up 0.13% of Modern Wealth Management's portfolio in Q2 2026, its #173 holding.
Modern Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $24M in Q3 2025.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

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