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Optima Capital’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Optima Capital’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 		– Sell
-855
Closed -$42.8K – 681
2025
Q4 		$42.8K Buy
+855
New +$44K 0.02% 328

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $15B 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 $250B AUM 21.32% 1-Year Est. Return

Optima Capital's IAGG Position: Q1 2026 in Review

Optima Capital sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026, closing a stake of 855 shares — an estimated $42.8K sold.

Optima Capital first reported a position in IAGG in Q4 2025 and held it in 1 quarter. The position peaked at $42.8K in Q4 2025. 668 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Optima Capital reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 855 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $42.8K.
  • Optima Capital first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares Core International Aggregate Bond Fund position peaked at $42.8K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.