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North Ridge Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

North Ridge Wealth 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 		$132 Buy
+3
New +$151 ﹤0.01% 189
2025
Q4 		– Sell
-3
Closed -$135 – 185
2025
Q3 		$135 Hold
3
– – ﹤0.01% 184
2025
Q2 		$134 Buy
+3
New +$152 ﹤0.01% 173

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 $2.42B AUM 17.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

North Ridge Wealth Advisors's IAGG Position: Q1 2026 in Review

North Ridge Wealth Advisors opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026: 3 shares worth $132. The stake represents ﹤0.01% of the portfolio and ranks #189 among its holdings. This is a return to the name: North Ridge Wealth Advisors previously reported a position in IAGG as recently as Q3 2025.

North Ridge Wealth Advisors first reported a position in IAGG in Q2 2025 and has held it in 3 quarters since. The position peaked at $135 in Q3 2025. 665 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • North Ridge Wealth Advisors held 3 shares of iShares Core International Aggregate Bond Fund worth $132 as of Q1 2026.
  • iShares Core International Aggregate Bond Fund was a new North Ridge Wealth Advisors position in Q1 2026.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #189 holding.
  • North Ridge Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 3 quarters since.
  • North Ridge Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $135 in Q3 2025.
  • 665 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.