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Smallwood Wealth Investment Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Smallwood Wealth Investment Management’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 		$2.38K Hold
47
– – ﹤0.01% 401
2026
Q1 		$2.35K Hold
47
– – ﹤0.01% 401
2025
Q4 		$2.35K Hold
47
– – ﹤0.01% 392
2025
Q3 		$2.41K Hold
47
– – ﹤0.01% 384
2025
Q2 		$2.4K Hold
47
– – ﹤0.01% 391
2025
Q1 		$2.35K Buy
+47
New +$2.35K ﹤0.01% 377

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Smallwood Wealth Investment Management's IAGG Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 47 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Smallwood Wealth Investment Management first reported a position in IAGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.41K in Q3 2025. 290 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Smallwood Wealth Investment Management held 47 shares of iShares Core International Aggregate Bond Fund worth $2.38K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #401 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's iShares Core International Aggregate Bond Fund position peaked at $2.41K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.