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Perigon Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Perigon Wealth Management’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 		– Sell
-8,944
Closed -$448K – 1468
2026
Q1 		$448K Buy
8,944
+789
+10% +$39.7K 0.01% 855
2025
Q4 		$408K Buy
8,155
+94
+1% +$4.83K 0.01% 879
2025
Q3 		$413K Sell
8,061
-941
-10% -$48.1K 0.01% 818
2025
Q2 		$460K Buy
9,002
+3,329
+59% +$169K 0.01% 692
2025
Q1 		$284K Sell
5,673
-1,400
-20% -$70K 0.01% 833
2024
Q4 		$352K Sell
7,073
-241
-3% -$12.4K 0.01% 762
2024
Q3 		$379K Buy
7,314
+55
+0.8% +$2.81K 0.01% 702
2024
Q2 		$362K Buy
7,259
+290
+4% +$14.4K 0.01% 623
2024
Q1 		$348K Buy
6,969
+739
+12% +$36.6K 0.01% 635
2023
Q4 		$310K Sell
6,230
-254
-4% -$12.6K 0.01% 642
2023
Q3 		$316K Buy
6,484
+12
+0.2% +$589 0.01% 569
2023
Q2 		$319K Sell
6,472
-1,018
-14% -$49.9K 0.01% 586
2023
Q1 		$367K Sell
7,490
-309
-4% -$15K 0.02% 473
2022
Q4 		$371K Sell
7,799
-231
-3% -$11.3K 0.02% 466
2022
Q3 		$388K Sell
8,030
-284
-3% -$14.2K 0.03% 373
2022
Q2 		$414K Sell
8,314
-1,928
-19% -$97.6K 0.03% 358
2022
Q1 		$534K Sell
10,242
-575
-5% -$30.6K 0.04% 346
2021
Q4 		$590K Sell
10,817
-3,185
-23% -$175K 0.04% 304
2021
Q3 		$770K Sell
14,002
-896
-6% -$49.9K 0.07% 231
2021
Q2 		$821K Hold
14,898
– – 0.07% 228
2021
Q1 		$817K Buy
14,898
+104
+0.7% +$5.76K 0.08% 205
2020
Q4 		$832K Buy
14,794
+8,255
+126% +$461K 0.1% 170
2020
Q3 		$364K Buy
+6,539
New +$364K 0.05% 271

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

Perigon Wealth Management's IAGG Position: Q2 2026 in Review

Perigon Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 8,944 shares — an estimated $448K sold.

Perigon Wealth Management first reported a position in IAGG in Q3 2020 and held it in 23 quarters. The position peaked at $832K in Q4 2020. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Perigon Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 8,944 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $448K.
  • Perigon Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and held it in 23 quarters.
  • Perigon Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $832K in Q4 2020.
  • 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.