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Mutual Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Mutual 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 		$1.38M Buy
27,578
+5,988
+28% +$301K 0.03% 480
2025
Q4 		$1.08M Buy
21,590
+7,505
+53% +$386K 0.02% 552
2025
Q3 		$729K Buy
14,085
+6,767
+92% +$346K 0.02% 687
2025
Q2 		$373K Buy
+7,318
New +$371K 0.01% 907
2023
Q3 		– Sell
-19,686
Closed -$970K – 1011
2023
Q2 		$970K Buy
+19,686
New +$965K 0.04% 440
2023
Q1 		– Sell
-4,923
Closed -$234K – 999
2022
Q4 		$234K Sell
4,923
-4,033
-45% -$197K 0.01% 821
2022
Q3 		$433K Sell
8,956
-2,274
-20% -$114K 0.02% 605
2022
Q2 		$559K Sell
11,230
-358
-3% -$18.1K 0.04% 502
2022
Q1 		$604K Buy
11,588
+778
+7% +$41.4K 0.03% 518
2021
Q4 		$589K Sell
10,810
-1,395
-11% -$76.8K 0.03% 530
2021
Q3 		$672K Buy
12,205
+1,581
+15% +$88K 0.04% 464
2021
Q2 		$585K Sell
10,624
-4,510
-30% -$248K 0.03% 481
2021
Q1 		$830K Sell
15,134
-8,077
-35% -$448K 0.06% 367
2020
Q4 		$1.3M Buy
23,211
+4,137
+22% +$231K 0.1% 249
2020
Q3 		$1.06M Buy
19,074
+4,749
+33% +$264K 0.09% 236
2020
Q2 		$798K Buy
14,325
+6,518
+83% +$360K 0.08% 269
2020
Q1 		$427K Buy
7,807
+747
+11% +$41.3K 0.06% 320
2019
Q4 		$387K Buy
+7,060
New +$389K 0.04% 406

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $377B AUM 19.32% 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 $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Mutual Advisors's IAGG Position: Q1 2026 in Review

Mutual Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 28% in Q1 2026, buying an estimated $301K and bringing the position to 27,578 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #480.

Mutual Advisors first reported a position in IAGG in Q4 2019 and has held it in 18 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Mutual Advisors held 27,578 shares of iShares Core International Aggregate Bond Fund worth $1.38M as of Q1 2026.
  • Mutual Advisors bought 5,988 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $301K.
  • iShares Core International Aggregate Bond Fund made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #480 holding.
  • Mutual Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 18 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.