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

ORBA 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
Q1 		– Sell
-9,688
Closed -$484K – 72
2025
Q4 		$484K Buy
+9,688
New +$498K 0.42% 50

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

ORBA Wealth Advisors's IAGG Position: Q1 2026 in Review

ORBA Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026, closing a stake of 9,688 shares — an estimated $484K sold.

ORBA Wealth Advisors first reported a position in IAGG in Q4 2025 and held it in 1 quarter. The position peaked at $484K in Q4 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • ORBA Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • ORBA Wealth Advisors sold 9,688 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $484K.
  • ORBA Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and held it in 1 quarter.
  • ORBA Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $484K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.