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Riverbend Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Riverbend Wealth Management’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 		$554K Sell
10,939
-149
-1% -$7.47K 0.28% 100
2026
Q1 		$555K Buy
11,088
+1,203
+12% +$60.5K 0.32% 82
2025
Q4 		$494K Buy
9,885
+3,132
+46% +$161K 0.31% 86
2025
Q3 		$346K Buy
6,753
+956
+16% +$48.9K 0.24% 99
2025
Q2 		$296K Buy
+5,797
New +$294K 0.22% 107

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Riverbend Wealth Management's IAGG Position: Q2 2026 in Review

Riverbend Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.3% in Q2 2026, selling an estimated $7.47K and leaving 10,939 shares worth $554K. The position accounts for 0.28% of the portfolio, ranked #100.

Riverbend Wealth Management first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $555K in Q1 2026. 277 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Riverbend Wealth Management held 10,939 shares of iShares Core International Aggregate Bond Fund worth $554K as of Q2 2026.
  • Riverbend Wealth Management sold 149 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $7.47K.
  • iShares Core International Aggregate Bond Fund made up 0.28% of Riverbend Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Riverbend Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • Riverbend Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $555K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.