RWPA
IAGG icon

Richard W. Paul & Associates’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Richard W. Paul & Associates’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 		$2.74M Buy
54,823
+7,084
+15% +$356K 0.92% 25
2025
Q4 		$2.39M Buy
47,739
+4,754
+11% +$244K 0.79% 22
2025
Q3 		$2.2M Buy
42,985
+96
+0.2% +$4.91K 0.75% 27
2025
Q2 		$2.19M Sell
42,889
-470
-1% -$23.8K 0.79% 25
2025
Q1 		$2.17M Buy
43,359
+3,858
+10% +$193K 0.85% 23
2024
Q4 		$1.97M Buy
39,501
+289
+0.7% +$14.9K 0.72% 33
2024
Q3 		$2.03M Buy
39,212
+655
+2% +$33.5K 0.73% 28
2024
Q2 		$1.92M Buy
38,557
+1,839
+5% +$91.5K 0.74% 31
2024
Q1 		$1.83M Buy
36,718
+1,534
+4% +$76K 0.73% 31
2023
Q4 		$1.75M Sell
35,184
-728
-2% -$36K 0.74% 30
2023
Q3 		$1.75M Buy
35,912
+1,119
+3% +$54.9K 0.8% 27
2023
Q2 		$1.71M Buy
34,793
+395
+1% +$19.4K 0.75% 32
2023
Q1 		$1.68M Buy
34,398
+679
+2% +$32.9K 0.78% 29
2022
Q4 		$1.6M Buy
+33,719
New +$1.65M 0.81% 31

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 $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Richard W. Paul & Associates's IAGG Position: Q1 2026 in Review

Richard W. Paul & Associates increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 15% in Q1 2026, buying an estimated $356K and bringing the position to 54,823 shares worth $2.74M. The position accounts for 0.92% of the portfolio, ranked #25.

Richard W. Paul & Associates first reported a position in IAGG in Q4 2022 and has held it in 14 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Richard W. Paul & Associates held 54,823 shares of iShares Core International Aggregate Bond Fund worth $2.74M as of Q1 2026.
  • Richard W. Paul & Associates bought 7,084 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $356K.
  • iShares Core International Aggregate Bond Fund made up 0.92% of Richard W. Paul & Associates's portfolio in Q1 2026, its #25 holding.
  • Richard W. Paul & Associates first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 14 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.