MYIA
IAGG icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Mount Yale Investment Advisors's IAGG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 148% in Q1 2026, buying an estimated $1.22M and bringing the position to 40,529 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #369.

Mount Yale Investment Advisors first reported a position in IAGG in Q2 2025 and has held it in 3 quarters since. 666 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Mount Yale Investment Advisors held 40,529 shares of iShares Core International Aggregate Bond Fund worth $2.03M as of Q1 2026.
  • Mount Yale Investment Advisors bought 24,209 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $1.22M.
  • iShares Core International Aggregate Bond Fund made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #369 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 3 quarters since.
  • 666 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.