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

SteelPeak 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 Q2	–	Sell	-211,579	Closed	-$10.6M	–	675
2026 Q1	$10.6M	Buy	211,579 +18,368	+10%	+$923K	0.32%	77
2025 Q4	$9.66M	Sell	193,211 -6,910	-3%	-$355K	0.31%	70
2025 Q3	$10.3M	Buy	200,121 +5,531	+3%	+$283K	0.34%	68
2025 Q2	$9.94M	Buy	+194,590	New	+$9.86M	0.38%	67

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SteelPeak Wealth's IAGG Position: Q2 2026 in Review

SteelPeak Wealth sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 211,579 shares — an estimated $10.6M sold.

SteelPeak Wealth first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $10.6M in Q1 2026. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

SteelPeak Wealth reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
SteelPeak Wealth sold 211,579 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $10.6M.
SteelPeak Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
SteelPeak Wealth's iShares Core International Aggregate Bond Fund position peaked at $10.6M in Q1 2026.
564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.