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N.E.W. Advisory Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

N.E.W. Advisory Services’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 		$60.6M Buy
1,210,409
+1,574
+0.1% +$79.1K 4.53% 3
2025
Q4 		$60.5M Buy
1,208,835
+74,129
+7% +$3.81M 4.47% 4
2025
Q3 		$58.1M Buy
1,134,706
+73,430
+7% +$3.75M 5.19% 4
2025
Q2 		$54.2M Sell
1,061,276
-50,586
-5% -$2.56M 5.26% 4
2025
Q1 		$55.6M Buy
1,111,862
+85,926
+8% +$4.29M 4.25% 5
2024
Q4 		$51.2M Buy
1,025,936
+26,019
+3% +$1.34M 4.86% 5
2024
Q3 		$51.8M Buy
999,917
+95,522
+11% +$4.88M 5.11% 5
2024
Q2 		$45.1M Sell
904,395
-21,894
-2% -$1.09M 4.87% 5
2024
Q1 		$46.3M Buy
926,289
+29,060
+3% +$1.44M 5.13% 6
2023
Q4 		$44.7M Buy
897,229
+1,165
+0.1% +$57.6K 5.4% 6
2023
Q3 		$43.7M Buy
896,064
+1,440
+0.2% +$70.7K 6.22% 5
2023
Q2 		$44.1M Buy
894,624
+9,847
+1% +$483K 6.14% 6
2023
Q1 		$43.3M Buy
884,777
+69,786
+9% +$3.38M 6.3% 5
2022
Q4 		$38.8M Buy
814,991
+31,040
+4% +$1.52M 6.07% 6
2022
Q3 		$37.9M Buy
783,951
+8,757
+1% +$439K 6.86% 5
2022
Q2 		$38.6M Buy
775,194
+240,563
+45% +$12.2M 6.75% 6
2022
Q1 		$29.3M Sell
534,631
-183,326
-26% -$9.76M 5.55% 7
2021
Q4 		$39.1M Buy
717,957
+32,835
+5% +$1.81M 5.91% 7
2021
Q3 		$37.7M Buy
685,122
+43,472
+7% +$2.42M 6.14% 7
2021
Q2 		$35.3M Buy
641,650
+72,144
+13% +$3.96M 5.91% 7
2021
Q1 		$31.3M Buy
569,506
+148,532
+35% +$8.23M 5.86% 7
2020
Q4 		$23.7M Buy
420,974
+94,667
+29% +$5.29M 4.98% 7
2020
Q3 		$18.2M Buy
326,307
+43,116
+15% +$2.4M 5.13% 6
2020
Q2 		$15.8M Buy
+283,191
New +$15.6M 4.91% 6
2019
Q4 		$14.2M Buy
+259,940
New +$14.3M 4.62% 7

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

N.E.W. Advisory Services's IAGG Position: Q1 2026 in Review

N.E.W. Advisory Services increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.13% in Q1 2026, buying an estimated $79.1K and bringing the position to 1,210,409 shares worth $60.6M. The position accounts for 4.53% of the portfolio, ranked #3.

N.E.W. Advisory Services first reported a position in IAGG in Q4 2019 and has held it in 25 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • N.E.W. Advisory Services held 1,210,409 shares of iShares Core International Aggregate Bond Fund worth $60.6M as of Q1 2026.
  • N.E.W. Advisory Services bought 1,574 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $79.1K.
  • iShares Core International Aggregate Bond Fund made up 4.53% of N.E.W. Advisory Services's portfolio in Q1 2026, its #3 holding.
  • N.E.W. Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 25 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.