One Wealth Capital Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

One Wealth Capital Management’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	–	Sell	-34,595	Closed	-$1.73M	–	232
2026 Q1	$1.73M	Buy	34,595 +226	+0.7%	+$11.4K	0.75%	29
2025 Q4	$1.72M	Buy	34,369 +3,082	+10%	+$158K	0.73%	29
2025 Q3	$1.6M	Buy	31,287 +1,500	+5%	+$76.7K	0.72%	31
2025 Q2	$1.52M	Buy	+29,787	New	+$1.51M	0.71%	27

Other funds holding IAGG

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

One Wealth Capital Management's IAGG Position: Q2 2026 in Review

One Wealth Capital Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 34,595 shares — an estimated $1.73M sold.

One Wealth Capital Management first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $1.73M in Q1 2026. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

One Wealth Capital Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
One Wealth Capital Management sold 34,595 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.73M.
One Wealth Capital Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
One Wealth Capital Management's iShares Core International Aggregate Bond Fund position peaked at $1.73M in Q1 2026.
276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.