SageView Advisory Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

SageView Advisory Group’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 Q4	$109M	Buy	2,170,574 +177,108	+9%	+$9.11M	3.67%	7
2025 Q3	$102M	Buy	1,993,466 +25,265	+1%	+$1.29M	3.52%	7
2025 Q2	$100M	Sell	1,968,201 -35,773	-2%	-$1.81M	3.79%	7
2025 Q1	$100M	Buy	2,003,974 +100,548	+5%	+$5.03M	4.27%	5
2024 Q4	$95M	Buy	1,903,426 +305,486	+19%	+$15.8M	4.09%	6
2024 Q3	$82.8M	Buy	+1,597,940	New	+$81.7M	4.2%	7
2024 Q2	–	Hold	0	–	–	–	5
2023 Q4	–	Sell	-1,336,170	Closed	-$66M	–	6
2023 Q3	$65.2M	Buy	1,336,170 +77,117	+6%	+$3.78M	3.73%	5
2023 Q2	$62.1M	Buy	1,259,053 +154,872	+14%	+$7.59M	3.46%	6
2023 Q1	$54M	Buy	1,104,181 +287,625	+35%	+$13.9M	3.45%	5
2022 Q4	$38.8M	Buy	+816,556	New	+$39.9M	3.15%	6

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SageView Advisory Group's IAGG Position: Q4 2025 in Review

SageView Advisory Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 8.9% in Q4 2025, buying an estimated $9.11M and bringing the position to 2,170,574 shares worth $109M. The position accounts for 3.67% of the portfolio, ranked #7.

SageView Advisory Group first reported a position in IAGG in Q4 2022 and has held it in 10 quarters since. 631 funds tracked by Wall St. Rank hold IAGG as of Q4 2025.

SageView Advisory Group held 2,170,574 shares of iShares Core International Aggregate Bond Fund worth $109M as of Q4 2025.
SageView Advisory Group bought 177,108 iShares Core International Aggregate Bond Fund shares in Q4 2025, an estimated $9.11M.
iShares Core International Aggregate Bond Fund made up 3.67% of SageView Advisory Group's portfolio in Q4 2025, its #7 holding.
SageView Advisory Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 10 quarters since.
631 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.