Mosley Wealth Management
IAGG icon

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

Mosley 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
Q3 		$123K Sell
2,486
-210
-8% -$10.4K 0.04% 199
2026
Q2 		$136K Sell
2,696
-20,533
-88% -$1.03M 0.04% 175
2026
Q1 		$1.19M Buy
23,229
+192
+0.8% +$9.6K 0.54% 41
2025
Q4 		$1.18M Buy
+23,037
New +$1.18M 0.54% 44

Other funds holding IAGG

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
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

Mosley Wealth Management's IAGG Position: Q3 2026 in Review

Mosley Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 7.8% in Q3 2026, selling an estimated $10.4K and leaving 2,486 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #199.

Mosley Wealth Management first reported a position in IAGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q1 2026. 386 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Mosley Wealth Management held 2,486 shares of iShares Core International Aggregate Bond Fund worth $123K as of Q3 2026.
  • Mosley Wealth Management sold 210 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $10.4K.
  • iShares Core International Aggregate Bond Fund made up 0.04% of Mosley Wealth Management's portfolio in Q3 2026, its #199 holding.
  • Mosley Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 4 quarters since.
  • Mosley Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $1.19M in Q1 2026.
  • 386 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.