Mount Yale Investment Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Mount Yale Investment Advisors’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	–	Sell	-40,529	Closed	-$2.03M	–	1229
2026 Q1	$2.03M	Buy	40,529 +24,209	+148%	+$1.22M	0.05%	369
2025 Q4	$816K	Buy	+16,320	New	+$839K	0.04%	357
2025 Q3	–	Sell	-22,355	Closed	-$1.14M	–	1090
2025 Q2	$1.14M	Buy	+22,355	New	+$1.13M	0.09%	193

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

Mount Yale Investment Advisors's IAGG Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 40,529 shares — an estimated $2.03M sold.

Mount Yale Investment Advisors first reported a position in IAGG in Q2 2025 and held it in 3 quarters. The position peaked at $2.03M in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Mount Yale Investment Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 40,529 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $2.03M.
Mount Yale Investment Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 3 quarters.
Mount Yale Investment Advisors's iShares Core International Aggregate Bond Fund position peaked at $2.03M in Q1 2026.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.