RSWM
IAGG icon

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

Robertson Stephens 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
2025
Q3 		– Sell
-11,257
Closed -$575K – 551
2025
Q2 		$575K Buy
+11,257
New +$570K 0.02% 344

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robertson Stephens Wealth Management's IAGG Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2025, closing a stake of 11,257 shares — an estimated $575K sold.

Robertson Stephens Wealth Management first reported a position in IAGG in Q2 2025 and held it in 1 quarter. The position peaked at $575K in Q2 2025. 576 funds tracked by Wall St. Rank hold IAGG as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 11,257 iShares Core International Aggregate Bond Fund shares in Q3 2025, an estimated $575K.
  • Robertson Stephens Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $575K in Q2 2025.
  • 576 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.