Steward Partners Investment Advisory
IAGG icon

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
Q2 		$3.71M Sell
73,228
-18,137
-20% -$909K 0.02% 671
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

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
Matson Money Inc
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
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
TIAA Wealth Investment Management
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

Steward Partners Investment Advisory's IAGG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 20% in Q2 2026, selling an estimated $909K and leaving 73,228 shares worth $3.71M. The position accounts for 0.02% of the portfolio, ranked #671.

Steward Partners Investment Advisory first reported a position in IAGG in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.57M in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Steward Partners Investment Advisory held 73,228 shares of iShares Core International Aggregate Bond Fund worth $3.71M as of Q2 2026.
  • Steward Partners Investment Advisory sold 18,137 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $909K.
  • iShares Core International Aggregate Bond Fund made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #671 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's iShares Core International Aggregate Bond Fund position peaked at $4.57M in Q1 2026.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.