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Physician Wealth Solutions’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Physician Wealth Solutions’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 		$771K Hold
15,241
– – 0.29% 29
2026
Q1 		$763K Hold
15,241
– – 0.32% 29
2025
Q4 		$762K Hold
15,241
– – 0.32% 29
2025
Q3 		$781K Hold
15,241
– – 0.34% 30
2025
Q2 		$779K Hold
15,241
– – 0.36% 31
2025
Q1 		$762K Sell
15,241
-1,011
-6% -$50.5K 0.38% 29
2024
Q4 		$811K Hold
16,252
– – 0.41% 27
2024
Q3 		$837K Sell
16,252
-4,289
-21% -$219K 0.42% 27
2024
Q2 		$1.03M Hold
20,541
– – 0.73% 26
2024
Q1 		$1.03M Hold
20,541
– – 0.86% 25
2023
Q4 		$1.02M Buy
+20,541
New +$1.01M 1.02% 24

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

Physician Wealth Solutions's IAGG Position: Q2 2026 in Review

Physician Wealth Solutions held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 15,241 shares worth $771K. The position accounts for 0.29% of the portfolio, ranked #29.

Physician Wealth Solutions first reported a position in IAGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q1 2024. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Physician Wealth Solutions held 15,241 shares of iShares Core International Aggregate Bond Fund worth $771K as of Q2 2026.
  • Physician Wealth Solutions left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up 0.29% of Physician Wealth Solutions's portfolio in Q2 2026, its #29 holding.
  • Physician Wealth Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • Physician Wealth Solutions's iShares Core International Aggregate Bond Fund position peaked at $1.03M in Q1 2024.
  • 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.