PAG
IAGG icon

Private Advisory Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Private Advisory Group’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 		$807K Buy
+16,135
New +$811K 0.05% 173
2019
Q2 		– Sell
-8,875
Closed -$463K – 130
2019
Q1 		$463K Hold
8,875
– – 0.26% 71
2018
Q4 		$463K Buy
+8,875
New +$463K 0.26% 71

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

Private Advisory Group's IAGG Position: Q1 2026 in Review

Private Advisory Group opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026: 16,135 shares worth $807K. The stake represents 0.05% of the portfolio and ranks #173 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in IAGG as recently as Q1 2019.

Private Advisory Group first reported a position in IAGG in Q4 2018 and has held it in 3 quarters since. 665 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Private Advisory Group held 16,135 shares of iShares Core International Aggregate Bond Fund worth $807K as of Q1 2026.
  • iShares Core International Aggregate Bond Fund was a new Private Advisory Group position in Q1 2026.
  • iShares Core International Aggregate Bond Fund made up 0.05% of Private Advisory Group's portfolio in Q1 2026, its #173 holding.
  • Private Advisory Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and has held it in 3 quarters since.
  • 665 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.