Sax Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Sax Wealth Advisors’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	$8.69M	Buy	+173,620	New	+$8.7M	0.35%	54

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

Sax Wealth Advisors's IAGG Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026: 173,620 shares worth $8.69M. The stake represents 0.35% of the portfolio and ranks #54 among its holdings.

564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Sax Wealth Advisors held 173,620 shares of iShares Core International Aggregate Bond Fund worth $8.69M as of Q2 2026.
iShares Core International Aggregate Bond Fund was a new Sax Wealth Advisors position in Q2 2026.
iShares Core International Aggregate Bond Fund made up 0.35% of Sax Wealth Advisors's portfolio in Q2 2026, its #54 holding.
564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.