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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
Q2 		$705K Buy
+13,937
New +$698K 0.6% 41
2026
Q1 		– Sell
-9,688
Closed -$484K – 72
2025
Q4 		$484K Buy
+9,688
New +$498K 0.42% 50

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

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

ORBA Wealth Advisors opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026: 13,937 shares worth $705K. The stake represents 0.6% of the portfolio and ranks #41 among its holdings. This is a return to the name: ORBA Wealth Advisors previously reported a position in IAGG as recently as Q4 2025.

ORBA Wealth Advisors first reported a position in IAGG in Q4 2025 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • ORBA Wealth Advisors held 13,937 shares of iShares Core International Aggregate Bond Fund worth $705K as of Q2 2026.
  • iShares Core International Aggregate Bond Fund was a new ORBA Wealth Advisors position in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up 0.6% of ORBA Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • ORBA Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.