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IAGG icon

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
Q2 		$792K Sell
15,655
-5,215
-25% -$261K 0.04% 366
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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NWAM LLC's IAGG Position: Q2 2026 in Review

NWAM LLC reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 25% in Q2 2026, selling an estimated $261K and leaving 15,655 shares worth $792K. The position accounts for 0.04% of the portfolio, ranked #366.

NWAM LLC first reported a position in IAGG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.3M in Q3 2025. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • NWAM LLC held 15,655 shares of iShares Core International Aggregate Bond Fund worth $792K as of Q2 2026.
  • NWAM LLC sold 5,215 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $261K.
  • iShares Core International Aggregate Bond Fund made up 0.04% of NWAM LLC's portfolio in Q2 2026, its #366 holding.
  • NWAM LLC first reported a position in iShares Core International Aggregate Bond Fund in Q2 2022 and has held it in 16 quarters since.
  • NWAM LLC's iShares Core International Aggregate Bond Fund position peaked at $1.3M in Q3 2025.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.