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Regent Peak Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Regent Peak Wealth 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
Q2 		$255K Hold
5,033
– – 0.05% 173
2026
Q1 		$252K Hold
5,033
– – 0.05% 166
2025
Q4 		$252K Hold
5,033
– – 0.05% 157
2025
Q3 		$258K Buy
+5,033
New +$257K 0.05% 150
2025
Q1 		$252K Buy
+5,033
New +$252K 0.06% 137

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Regent Peak Wealth Advisors's IAGG Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 5,033 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #173.

Regent Peak Wealth Advisors first reported a position in IAGG in Q1 2025 and has held it in 5 quarters since. The position peaked at $258K in Q3 2025. 154 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Regent Peak Wealth Advisors held 5,033 shares of iShares Core International Aggregate Bond Fund worth $255K as of Q2 2026.
  • Regent Peak Wealth Advisors left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • Regent Peak Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q1 2025 and has held it in 5 quarters since.
  • Regent Peak Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $258K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.