Moisand Fitzgerald Tamayo’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Moisand Fitzgerald Tamayo’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	–	Hold	0	–	–	–	537
2026 Q1	–	Hold	0	–	–	–	518
2025 Q4	–	Hold	0	–	–	–	517
2025 Q3	–	Hold	0	–	–	–	577
2025 Q2	–	Hold	0	–	–	–	582
2025 Q1	–	Hold	0	–	–	–	590
2024 Q4	–	Hold	0	–	–	–	600
2024 Q3	–	Hold	0	–	–	–	619
2024 Q2	–	Hold	0	–	–	–	595
2024 Q1	–	Sell	-2	Closed	-$99	–	578
2023 Q4	$107	Hold	2	–	–	﹤0.01%	633
2023 Q3	$101	Buy	+2	New	+$98	﹤0.01%	740

Other funds holding IAGG

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return