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NWAM LLC’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

NWAM LLC’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 		$1.04M Buy
20,870
+3,917
+23% +$197K 0.06% 292
2025
Q4 		$851K Sell
16,953
-8,242
-33% -$424K 0.05% 301
2025
Q3 		$1.3M Buy
25,195
+3,947
+19% +$202K 0.07% 244
2025
Q2 		$1.08M Buy
21,248
+10,096
+91% +$512K 0.06% 254
2025
Q1 		$557K Hold
11,152
– – 0.05% 294
2024
Q4 		$557K Buy
11,152
+2,778
+33% +$143K 0.03% 353
2024
Q3 		$434K Buy
+8,374
New +$428K 0.03% 413
2024
Q2 		– Sell
-6,525
Closed -$325K – 314
2024
Q1 		$325K Hold
6,525
– – 0.03% 415
2023
Q4 		$325K Hold
6,525
– – 0.03% 417
2023
Q3 		$318K Hold
6,525
– – 0.03% 372
2023
Q2 		$322K Hold
6,525
– – 0.03% 407
2023
Q1 		$319K Hold
6,525
– – 0.03% 350
2022
Q4 		$310K Hold
6,525
– – 0.03% 403
2022
Q3 		$315K Buy
6,525
+596
+10% +$29.9K 0.03% 377
2022
Q2 		$297K Buy
+5,929
New +$300K 0.03% 410

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

NWAM LLC's IAGG Position: Q1 2026 in Review

NWAM LLC increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 23% in Q1 2026, buying an estimated $197K and bringing the position to 20,870 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #292.

NWAM LLC first reported a position in IAGG in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.3M in Q3 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • NWAM LLC held 20,870 shares of iShares Core International Aggregate Bond Fund worth $1.04M as of Q1 2026.
  • NWAM LLC bought 3,917 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $197K.
  • iShares Core International Aggregate Bond Fund made up 0.06% of NWAM LLC's portfolio in Q1 2026, its #292 holding.
  • NWAM LLC first reported a position in iShares Core International Aggregate Bond Fund in Q2 2022 and has held it in 15 quarters since.
  • NWAM LLC's iShares Core International Aggregate Bond Fund position peaked at $1.3M in Q3 2025.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.