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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return