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Sowell Financial Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Sowell Financial Services’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 		$823K Sell
16,269
-2,984
-15% -$150K 0.03% 510
2026
Q1 		$963K Buy
19,253
+2,824
+17% +$142K 0.04% 447
2025
Q4 		$822K Buy
16,429
+286
+2% +$14.7K 0.03% 487
2025
Q3 		$827K Buy
16,143
+819
+5% +$41.9K 0.03% 485
2025
Q2 		$783K Buy
15,324
+4,644
+43% +$235K 0.03% 485
2025
Q1 		$534K Buy
10,680
+256
+2% +$12.8K 0.02% 566
2024
Q4 		$520K Sell
10,424
-3,501
-25% -$181K 0.03% 406
2024
Q3 		$722K Buy
13,925
+564
+4% +$28.8K 0.03% 400
2024
Q2 		$667K Sell
13,361
-642
-5% -$31.9K 0.03% 395
2024
Q1 		$699K Buy
14,003
+145
+1% +$7.18K 0.03% 404
2023
Q4 		$690K Buy
13,858
+1,969
+17% +$97.3K 0.04% 387
2023
Q3 		$580K Buy
11,889
+1,013
+9% +$49.7K 0.04% 381
2023
Q2 		$536K Buy
10,876
+1,904
+21% +$93.4K 0.03% 444
2023
Q1 		$439K Buy
+8,972
New +$435K 0.03% 465
2022
Q1 		– Sell
-23,421
Closed -$1.27M – 309
2021
Q4 		$1.27M Buy
23,421
+275
+1% +$15.1K 0.07% 285
2021
Q3 		$1.27M Sell
23,146
-1,295
-5% -$72.1K 0.09% 259
2021
Q2 		$1.34M Sell
24,441
-1,478
-6% -$81.2K 0.09% 257
2021
Q1 		$1.42M Buy
25,919
+439
+2% +$24.3K 0.05% 319
2020
Q4 		$1.43M Buy
25,480
+2,533
+11% +$142K 0.06% 256
2020
Q3 		$1.27M Buy
22,947
+13,968
+156% +$778K 0.06% 250
2020
Q2 		$500K Buy
8,979
+828
+10% +$45.8K 0.03% 454
2020
Q1 		$446K Buy
8,151
+4,291
+111% +$237K 0.03% 420
2019
Q4 		$212K Sell
3,860
-15,609
-80% -$860K 0.02% 691
2019
Q3 		$1.09M Buy
+19,469
New +$1.08M 0.09% 239
2019
Q1 		$1.38M Buy
+25,769
New +$1.36M 0.15% 146

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's IAGG Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 15% in Q2 2026, selling an estimated $150K and leaving 16,269 shares worth $823K. The position accounts for 0.03% of the portfolio, ranked #510.

Sowell Financial Services first reported a position in IAGG in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.43M in Q4 2020. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Sowell Financial Services held 16,269 shares of iShares Core International Aggregate Bond Fund worth $823K as of Q2 2026.
  • Sowell Financial Services sold 2,984 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $150K.
  • iShares Core International Aggregate Bond Fund made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #510 holding.
  • Sowell Financial Services first reported a position in iShares Core International Aggregate Bond Fund in Q1 2019 and has held it in 25 quarters since.
  • Sowell Financial Services's iShares Core International Aggregate Bond Fund position peaked at $1.43M in Q4 2020.
  • 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.