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Steward Partners Investment Advisory’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$4.57M Buy
91,365
+7,416
+9% +$373K 0.02% 540
2025
Q4 		$4.2M Sell
83,949
-628
-0.7% -$32.3K 0.02% 523
2025
Q3 		$4.33M Buy
84,577
+15,882
+23% +$812K 0.02% 504
2025
Q2 		$3.51M Buy
68,695
+66,088
+2,535% +$3.35M 0.03% 525
2025
Q1 		$130K Buy
2,607
+363
+16% +$18.1K ﹤0.01% 1862
2024
Q4 		$112K Buy
2,244
+2,201
+5,119% +$114K ﹤0.01% 1921
2024
Q3 		$2.25K Hold
43
– – ﹤0.01% 3417
2024
Q2 		$2.17K Sell
43
-11
-20% -$547 ﹤0.01% 3272
2024
Q1 		$2.72K Sell
54
-16,086
-100% -$797K ﹤0.01% 3230
2023
Q4 		$804K Buy
+16,140
New +$797K 0.01% 806
2023
Q3 		– Sell
-47
Closed -$2.32K – 3412
2023
Q2 		$2.32K Buy
+47
New +$2.3K ﹤0.01% 3002
2023
Q1 		– Sell
-367
Closed -$17.5K – 3360
2022
Q4 		$17.5K Buy
+367
New +$17.9K ﹤0.01% 2305

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Steward Partners Investment Advisory's IAGG Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 8.8% in Q1 2026, buying an estimated $373K and bringing the position to 91,365 shares worth $4.57M. The position accounts for 0.02% of the portfolio, ranked #540.

Steward Partners Investment Advisory first reported a position in IAGG in Q4 2022 and has held it in 12 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Steward Partners Investment Advisory held 91,365 shares of iShares Core International Aggregate Bond Fund worth $4.57M as of Q1 2026.
  • Steward Partners Investment Advisory bought 7,416 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $373K.
  • iShares Core International Aggregate Bond Fund made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #540 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 12 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.