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New Capital Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

New Capital 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
Q2 		$7.78M Buy
153,832
+1,437
+0.9% +$72K 1.77% 10
2026
Q1 		$7.63M Buy
152,395
+55,604
+57% +$2.79M 1.88% 11
2025
Q4 		$4.84M Sell
96,791
-2,756
-3% -$142K 1.22% 18
2025
Q3 		$5.1M Sell
99,547
-3,887
-4% -$199K 1.34% 14
2025
Q2 		$5.28M Buy
103,434
+3,549
+4% +$180K 1.47% 13
2025
Q1 		$4.99M Sell
99,885
-29,434
-23% -$1.47M 1.43% 15
2024
Q4 		$6.46M Buy
129,319
+682
+0.5% +$35.2K 1.89% 11
2024
Q3 		$6.67M Sell
128,637
-2,738
-2% -$140K 1.88% 11
2024
Q2 		$6.56M Sell
131,375
-50,904
-28% -$2.53M 2.01% 11
2024
Q1 		$9.1M Buy
182,279
+12,148
+7% +$602K 2.72% 10
2023
Q4 		$8.47M Buy
170,131
+138,950
+446% +$6.87M 2.68% 10
2023
Q3 		$1.52M Buy
+31,181
New +$1.53M 0.53% 23
2023
Q1 		$1.58M Sell
32,354
-330
-1% -$16K 0.6% 21
2022
Q4 		$1.55M Buy
32,684
+5,695
+21% +$278K 0.67% 18
2022
Q3 		$1.3M Buy
26,989
+2,867
+12% +$144K 0.72% 15
2022
Q2 		$1.21M Buy
24,122
+1,725
+8% +$87.3K 0.66% 19
2022
Q1 		$1.17M Buy
22,397
+472
+2% +$25.1K 0.84% 21
2021
Q4 		$1.2M Buy
21,925
+1,005
+5% +$55.3K 0.62% 23
2021
Q3 		$1.15M Buy
+20,920
New +$1.16M 0.63% 23
2021
Q1 		$995K Buy
18,138
+3,377
+23% +$187K 0.89% 20
2020
Q4 		$830K Buy
14,761
+6,552
+80% +$366K 0.43% 22
2020
Q3 		$457K Buy
+8,209
New +$457K 0.5% 22

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

New Capital Management's IAGG Position: Q2 2026 in Review

New Capital Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.94% in Q2 2026, buying an estimated $72K and bringing the position to 153,832 shares worth $7.78M. The position accounts for 1.77% of the portfolio, ranked #10.

New Capital Management first reported a position in IAGG in Q3 2020 and has held it in 22 quarters since. The position peaked at $9.1M in Q1 2024. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • New Capital Management held 153,832 shares of iShares Core International Aggregate Bond Fund worth $7.78M as of Q2 2026.
  • New Capital Management bought 1,437 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $72K.
  • iShares Core International Aggregate Bond Fund made up 1.77% of New Capital Management's portfolio in Q2 2026, its #10 holding.
  • New Capital Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and has held it in 22 quarters since.
  • New Capital Management's iShares Core International Aggregate Bond Fund position peaked at $9.1M in Q1 2024.
  • 276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on New Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.