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
2026 Q2	$102M	Sell	2,023,152 -177,839	-8%	-$8.91M	3.35%	7
2026 Q1	$110M	Buy	2,200,991 +30,417	+1%	+$1.53M	4.02%	7
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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

NFA

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

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's IAGG Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 8.1% in Q2 2026, selling an estimated $8.91M and leaving 2,023,152 shares worth $102M. The position accounts for 3.35% of the portfolio, ranked #7.

SageView Advisory Group first reported a position in IAGG in Q4 2022 and has held it in 12 quarters since. The position peaked at $110M in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

SageView Advisory Group held 2,023,152 shares of iShares Core International Aggregate Bond Fund worth $102M as of Q2 2026.
SageView Advisory Group sold 177,839 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $8.91M.
iShares Core International Aggregate Bond Fund made up 3.35% of SageView Advisory Group's portfolio in Q2 2026, 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 12 quarters since.
SageView Advisory Group's iShares Core International Aggregate Bond Fund position peaked at $110M in Q1 2026.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.