PIA
IAGG icon

Perennial Investment Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Perennial Investment 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 		$5.31M Buy
106,124
+35,700
+51% +$1.79M 0.42% 50
2025
Q4 		$3.52M Buy
70,424
+2,028
+3% +$104K 0.28% 73
2025
Q3 		$3.5M Buy
68,396
+2,760
+4% +$141K 0.29% 68
2025
Q2 		$3.35M Buy
+65,636
New +$3.33M 0.32% 66

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 $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 $208B AUM 16.12% 1-Year Est. Return

Perennial Investment Advisors's IAGG Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 51% in Q1 2026, buying an estimated $1.79M and bringing the position to 106,124 shares worth $5.31M. The position accounts for 0.42% of the portfolio, ranked #50.

Perennial Investment Advisors first reported a position in IAGG in Q2 2025 and has held it in 4 quarters since. 665 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Perennial Investment Advisors held 106,124 shares of iShares Core International Aggregate Bond Fund worth $5.31M as of Q1 2026.
  • Perennial Investment Advisors bought 35,700 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $1.79M.
  • iShares Core International Aggregate Bond Fund made up 0.42% of Perennial Investment Advisors's portfolio in Q1 2026, its #50 holding.
  • Perennial Investment Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 4 quarters since.
  • 665 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.