ORBA Wealth Advisors
IAGG icon

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
Q3 		$607K Sell
12,336
-1,601
-11% -$79.6K 0.52% 48
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ORBA Wealth Advisors's IAGG Position: Q3 2026 in Review

ORBA Wealth Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 11% in Q3 2026, selling an estimated $79.6K and leaving 12,336 shares worth $607K. The position accounts for 0.52% of the portfolio, ranked #48.

ORBA Wealth Advisors first reported a position in IAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $705K in Q2 2026. 465 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • ORBA Wealth Advisors held 12,336 shares of iShares Core International Aggregate Bond Fund worth $607K as of Q3 2026.
  • ORBA Wealth Advisors sold 1,601 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $79.6K.
  • iShares Core International Aggregate Bond Fund made up 0.52% of ORBA Wealth Advisors's portfolio in Q3 2026, its #48 holding.
  • ORBA Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • ORBA Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $705K in Q2 2026.
  • 465 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.