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

Octavia 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
Q2 		$10.3M Buy
203,872
+12,530
+7% +$628K 0.89% 19
2026
Q1 		$9.57M Sell
191,342
-32,122
-14% -$1.61M 0.92% 18
2025
Q4 		$11.2M Buy
223,464
+15,337
+7% +$789K 1.07% 20
2025
Q3 		$10.7M Buy
208,127
+13,020
+7% +$665K 1.06% 22
2025
Q2 		$9.97M Sell
195,107
-18,478
-9% -$936K 1.13% 20
2025
Q1 		$10.7M Sell
213,585
-145,655
-41% -$7.28M 1.3% 19
2024
Q4 		$17.9M Buy
359,240
+16,192
+5% +$835K 2.18% 14
2024
Q3 		$17.8M Buy
343,048
+128,008
+60% +$6.54M 2.19% 14
2024
Q2 		$10.7M Buy
215,040
+14,753
+7% +$734K 1.46% 19
2024
Q1 		$10M Buy
200,287
+190,212
+1,888% +$9.42M 1.48% 18
2023
Q4 		$502K Buy
+10,075
New +$498K 0.09% 120

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

Octavia Wealth Advisors's IAGG Position: Q2 2026 in Review

Octavia Wealth Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 6.5% in Q2 2026, buying an estimated $628K and bringing the position to 203,872 shares worth $10.3M. The position accounts for 0.89% of the portfolio, ranked #19.

Octavia Wealth Advisors first reported a position in IAGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.9M in Q4 2024. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Octavia Wealth Advisors held 203,872 shares of iShares Core International Aggregate Bond Fund worth $10.3M as of Q2 2026.
  • Octavia Wealth Advisors bought 12,530 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $628K.
  • iShares Core International Aggregate Bond Fund made up 0.89% of Octavia Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Octavia Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • Octavia Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $17.9M in Q4 2024.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.