Spire Wealth Management
IAGG icon

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

Spire Wealth 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
Q3 		$254K Sell
5,167
-4,732
-48% -$235K 0.01% 688
2026
Q2 		$501K Sell
9,899
-2,737
-22% -$137K 0.02% 548
2026
Q1 		$632K Buy
12,636
+989
+8% +$49.7K 0.02% 490
2025
Q4 		$582K Buy
11,647
+3,494
+43% +$180K 0.02% 507
2025
Q3 		$418K Sell
8,153
-276,618
-97% -$14.1M 0.01% 577
2025
Q2 		$14.5M Buy
+284,771
New +$14.4M 0.52% 43
2025
Q1 		– Sell
-200
Closed -$10K – 2528
2024
Q4 		$10K Hold
200
– – ﹤0.01% 1830
2024
Q3 		$10.4K Hold
200
– – ﹤0.01% 1616
2024
Q2 		$10K Sell
200
-175
-47% -$8.7K ﹤0.01% 1632
2024
Q1 		$18.7K Hold
375
– – ﹤0.01% 1537
2023
Q4 		$18.5K Sell
375
-2,000
-84% -$98.8K ﹤0.01% 1563
2023
Q3 		$116K Sell
2,375
-729
-23% -$35.8K ﹤0.01% 903
2023
Q2 		$153K Sell
3,104
-175
-5% -$8.58K 0.01% 814
2023
Q1 		$161K Buy
3,279
+3,104
+1,774% +$151K 0.01% 800
2022
Q4 		$8K Buy
+175
New +$8.55K ﹤0.01% 1693
2022
Q3 		– Sell
-32,742
Closed -$1.63M – 2374
2022
Q2 		$1.63M Buy
32,742
+8,859
+37% +$448K 0.07% 235
2022
Q1 		$1.24M Sell
23,883
-1,455
-6% -$77.4K 0.03% 345
2021
Q4 		$1.38M Buy
25,338
+22
+0.1% +$1.21K 0.03% 383
2021
Q3 		$1.39M Buy
25,316
+1,122
+5% +$62.4K 0.04% 339
2021
Q2 		$1.33M Sell
24,194
-1,422
-6% -$78.1K 0.04% 358
2021
Q1 		$992K Buy
+25,616
New +$1.42M 0.03% 442

Other funds holding IAGG

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Spire Wealth Management's IAGG Position: Q3 2026 in Review

Spire Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 48% in Q3 2026, selling an estimated $235K and leaving 5,167 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #688.

Spire Wealth Management first reported a position in IAGG in Q1 2021 and has held it in 21 quarters since. The position peaked at $14.5M in Q2 2025. 365 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Spire Wealth Management held 5,167 shares of iShares Core International Aggregate Bond Fund worth $254K as of Q3 2026.
  • Spire Wealth Management sold 4,732 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $235K.
  • iShares Core International Aggregate Bond Fund made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #688 holding.
  • Spire Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $14.5M in Q2 2025.
  • 365 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.