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

Regal 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 		$4.9M Buy
97,909
+9,041
+10% +$454K 0.28% 94
2025
Q4 		$4.44M Buy
88,868
+18,962
+27% +$975K 0.27% 96
2025
Q3 		$3.58M Buy
69,906
+7,208
+11% +$368K 0.23% 114
2025
Q2 		$3.2M Buy
+62,698
New +$3.18M 0.24% 114
2022
Q3 		– Sell
-15,350
Closed -$765K – 508
2022
Q2 		$765K Sell
15,350
-201,476
-93% -$10.2M 0.08% 225
2022
Q1 		$11.3M Buy
216,826
+1,581
+0.7% +$84.1K 1.04% 20
2021
Q4 		$11.7M Buy
215,245
+10,581
+5% +$583K 1.04% 20
2021
Q3 		$11.3M Buy
204,664
+10,260
+5% +$571K 1.09% 13
2021
Q2 		$10.7M Buy
+194,404
New +$10.7M 1.07% 15
2021
Q1 		– Sell
-175,618
Closed -$9.87M – 209
2020
Q4 		$9.87M Buy
+175,618
New +$9.81M 1.12% 17
2020
Q3 		– Sell
-101,273
Closed -$5.64M – 113
2020
Q2 		$5.64M Buy
+101,273
New +$5.6M 1.03% 23
2020
Q1 		– Sell
-6,652
Closed -$364K – 153
2019
Q4 		$364K Sell
6,652
-165
-2% -$9.09K 0.07% 236
2019
Q3 		$380K Sell
6,817
-412
-6% -$22.8K 0.07% 218
2019
Q2 		$394K Sell
7,229
-977
-12% -$52.3K 0.08% 218
2019
Q1 		$439K Sell
8,206
-768
-9% -$40.4K 0.09% 198
2018
Q4 		$469K Sell
8,974
-9,782
-52% -$510K 0.1% 188
2018
Q3 		$980K Buy
18,756
+2,871
+18% +$151K 0.21% 132
2018
Q2 		$837K Buy
+15,885
New +$834K 0.25% 123

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

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

Regal Investment Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 10% in Q1 2026, buying an estimated $454K and bringing the position to 97,909 shares worth $4.9M. The position accounts for 0.28% of the portfolio, ranked #94.

Regal Investment Advisors first reported a position in IAGG in Q2 2018 and has held it in 18 quarters since. The position peaked at $11.7M in Q4 2021. 665 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Regal Investment Advisors held 97,909 shares of iShares Core International Aggregate Bond Fund worth $4.9M as of Q1 2026.
  • Regal Investment Advisors bought 9,041 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $454K.
  • iShares Core International Aggregate Bond Fund made up 0.28% of Regal Investment Advisors's portfolio in Q1 2026, its #94 holding.
  • Regal Investment Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2018 and has held it in 18 quarters since.
  • Regal Investment Advisors's iShares Core International Aggregate Bond Fund position peaked at $11.7M in Q4 2021.
  • 665 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.