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

SOA 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 		$67.7K Hold
1,337
– – 0.01% 339
2026
Q1 		$66.9K Buy
1,337
+1
+0.1% +$50 0.01% 326
2025
Q4 		$66.8K Buy
1,336
+4
+0.3% +$206 0.01% 325
2025
Q3 		$68.3K Buy
1,332
+57
+4% +$2.91K 0.01% 335
2025
Q2 		$65.2K Buy
1,275
+51
+4% +$2.58K 0.01% 323
2025
Q1 		$61.2K Buy
1,224
+12
+1% +$600 0.01% 313
2024
Q4 		$60.5K Buy
1,212
+69
+6% +$3.56K 0.01% 309
2024
Q3 		$59.2K Hold
1,143
– – 0.01% 298
2024
Q2 		$57K Buy
1,143
+63
+6% +$3.13K 0.01% 293
2024
Q1 		$53.9K Buy
1,080
+87
+9% +$4.31K 0.01% 299
2023
Q4 		$49.4K Buy
993
+33
+3% +$1.63K 0.01% 295
2023
Q3 		$46.8K Buy
960
+16
+2% +$785 0.01% 291
2023
Q2 		$46.5K Buy
944
+30
+3% +$1.47K 0.01% 302
2023
Q1 		$44.8K Buy
914
+145
+19% +$7.03K 0.01% 300
2022
Q4 		$36.6K Buy
769
+25
+3% +$1.22K 0.01% 316
2022
Q3 		$35K Buy
744
+57
+8% +$2.86K 0.01% 304
2022
Q2 		$34K Buy
687
+17
+3% +$860 0.01% 303
2022
Q1 		$34K Buy
670
+60
+10% +$3.19K 0.01% 365
2021
Q4 		$33K Buy
610
+16
+3% +$881 0.01% 361
2021
Q3 		$32K Sell
594
-1
-0.2% -$56 0.01% 376
2021
Q2 		$32K Buy
595
+67
+13% +$3.68K 0.01% 379
2021
Q1 		$29K Buy
528
+13
+3% +$720 0.01% 340
2020
Q4 		$28K Buy
+515
New +$28.8K 0.01% 344

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

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

SOA Wealth Advisors held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 1,337 shares worth $67.7K. The position accounts for 0.01% of the portfolio, ranked #339.

SOA Wealth Advisors first reported a position in IAGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $68.3K in Q3 2025. 132 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • SOA Wealth Advisors held 1,337 shares of iShares Core International Aggregate Bond Fund worth $67.7K as of Q2 2026.
  • SOA Wealth Advisors 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 SOA Wealth Advisors's portfolio in Q2 2026, its #339 holding.
  • SOA Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $68.3K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.