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IAGG icon

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

NewEdge 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 		$51.1M Buy
1,021,525
+88,261
+9% +$4.44M 0.18% 113
2025
Q4 		$46.7M Buy
933,264
+108,360
+13% +$5.57M 0.17% 120
2025
Q3 		$42.3M Buy
824,904
+94,137
+13% +$4.81M 0.19% 102
2025
Q2 		$37.3M Buy
730,767
+727,706
+23,773% +$36.9M 0.19% 107
2025
Q1 		$153K Sell
3,061
-12,986
-81% -$649K ﹤0.01% 2177
2024
Q4 		$801K Buy
16,047
+1,531
+11% +$79K ﹤0.01% 1279
2024
Q3 		$752K Sell
14,516
-1,547
-10% -$79.1K ﹤0.01% 1243
2024
Q2 		$802K Buy
16,063
+7,241
+82% +$360K 0.01% 1172
2024
Q1 		$441K Buy
8,822
+7,574
+607% +$375K ﹤0.01% 1423
2023
Q4 		$62.1K Buy
1,248
+243
+24% +$12K ﹤0.01% 2147
2023
Q3 		$49K Buy
1,005
+259
+35% +$12.7K ﹤0.01% 2104
2023
Q2 		$36.8K Hold
746
– – ﹤0.01% 2184
2023
Q1 		$36.5K Sell
746
-3,170
-81% -$154K ﹤0.01% 2124
2022
Q4 		$174K Buy
+3,916
New +$191K ﹤0.01% 1229

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 $12.8B AUM 19.73% 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

NewEdge Advisors's IAGG Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 9.5% in Q1 2026, buying an estimated $4.44M and bringing the position to 1,021,525 shares worth $51.1M. The position accounts for 0.18% of the portfolio, ranked #113.

NewEdge Advisors first reported a position in IAGG in Q4 2022 and has held it in 14 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • NewEdge Advisors held 1,021,525 shares of iShares Core International Aggregate Bond Fund worth $51.1M as of Q1 2026.
  • NewEdge Advisors bought 88,261 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $4.44M.
  • iShares Core International Aggregate Bond Fund made up 0.18% of NewEdge Advisors's portfolio in Q1 2026, its #113 holding.
  • NewEdge Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 14 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.