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IAGG icon

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

Simplicity Wealth’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
Q1 		$2.72M Buy
54,418
+4,846
+10% +$244K 0.15% 137
2025
Q4 		$2.48M Buy
49,572
+2,927
+6% +$150K 0.15% 150
2025
Q3 		$2.39M Sell
46,645
-41,767
-47% -$2.13M 0.14% 165
2025
Q2 		$4.52M Buy
+88,412
New +$4.48M 0.19% 120

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Simplicity Wealth's IAGG Position: Q1 2026 in Review

Simplicity Wealth increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 9.8% in Q1 2026, buying an estimated $244K and bringing the position to 54,418 shares worth $2.72M. The position accounts for 0.15% of the portfolio, ranked #137.

Simplicity Wealth first reported a position in IAGG in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.52M in Q2 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Simplicity Wealth held 54,418 shares of iShares Core International Aggregate Bond Fund worth $2.72M as of Q1 2026.
  • Simplicity Wealth bought 4,846 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $244K.
  • iShares Core International Aggregate Bond Fund made up 0.15% of Simplicity Wealth's portfolio in Q1 2026, its #137 holding.
  • Simplicity Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's iShares Core International Aggregate Bond Fund position peaked at $4.52M in Q2 2025.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.