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

Retirement 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 		$110 Sell
2
-14,590
-100% -$731K ﹤0.01% 788
2026
Q1 		$730K Buy
14,592
+1,643
+13% +$82.6K 0.46% 37
2025
Q4 		$648K Sell
12,949
-48
-0.4% -$2.47K 0.41% 37
2025
Q3 		$666K Buy
12,997
+921
+8% +$47.1K 0.44% 36
2025
Q2 		$617K Buy
+12,076
New +$612K 0.45% 33
2025
Q1 		– Sell
-31
Closed -$1.54K – 442
2024
Q4 		$1.54K Buy
+31
New +$1.6K ﹤0.01% 370

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
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
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

Retirement Wealth Solutions reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 100% in Q2 2026, selling an estimated $731K and leaving 2 shares worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Retirement Wealth Solutions first reported a position in IAGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $730K in Q1 2026. 100 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Retirement Wealth Solutions held 2 shares of iShares Core International Aggregate Bond Fund worth $110 as of Q2 2026.
  • Retirement Wealth Solutions sold 14,590 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $731K.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #788 holding.
  • Retirement Wealth Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 6 quarters since.
  • Retirement Wealth Solutions's iShares Core International Aggregate Bond Fund position peaked at $730K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.