Stewardship Advisors
IAGG icon

Stewardship Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Stewardship Advisors’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 		$230K Sell
4,668
-34
-0.7% -$1.69K 0.05% 164
2026
Q2 		$238K Sell
4,702
-166
-3% -$8.32K 0.05% 158
2026
Q1 		$244K Buy
4,868
+251
+5% +$12.6K 0.06% 139
2025
Q4 		$231K Buy
4,617
+143
+3% +$7.35K 0.05% 144
2025
Q3 		$229K Buy
4,474
+342
+8% +$17.5K 0.05% 140
2025
Q2 		$211K Buy
4,132
+67
+2% +$3.4K 0.05% 144
2025
Q1 		$203K Sell
4,065
-11,076
-73% -$554K 0.05% 143
2024
Q4 		$756K Sell
15,141
-3,703
-20% -$191K 0.21% 62
2024
Q3 		$976K Sell
18,844
-6,789
-26% -$347K 0.28% 48
2024
Q2 		$1.28M Sell
25,633
-25,842
-50% -$1.29M 0.42% 36
2024
Q1 		$2.57M Sell
51,475
-256,736
-83% -$12.7M 0.88% 29
2023
Q4 		$15.3M Sell
308,211
-33,595
-10% -$1.66M 5.53% 5
2023
Q3 		$16.7M Sell
341,806
-387
-0.1% -$19K 6.51% 3
2023
Q2 		$16.9M Buy
342,193
+49,443
+17% +$2.42M 6.34% 5
2023
Q1 		$14.3M Buy
292,750
+36,563
+14% +$1.77M 5.51% 6
2022
Q4 		$12.2M Sell
256,187
-705
-0.3% -$34.4K 4.9% 4
2022
Q3 		$12.4M Buy
256,892
+16,695
+7% +$837K 5.38% 4
2022
Q2 		$12M Sell
240,197
-5,571
-2% -$282K 5.03% 4
2022
Q1 		$12.8M Buy
245,768
+58,404
+31% +$3.11M 4.72% 6
2021
Q4 		$10.2M Buy
187,364
+5,126
+3% +$282K 3.67% 8
2021
Q3 		$10M Buy
182,238
+39,392
+28% +$2.19M 3.8% 6
2021
Q2 		$7.87M Buy
142,846
+1,001
+0.7% +$55K 2.95% 10
2021
Q1 		$7.78M Buy
141,845
+13,509
+11% +$749K 3.06% 10
2020
Q4 		$7.21M Buy
128,336
+63,920
+99% +$3.57M 2.94% 12
2020
Q3 		$3.6M Buy
64,416
+6,918
+12% +$385K 1.8% 18
2020
Q2 		$3.2M Sell
57,498
-2,586
-4% -$143K 1.77% 18
2020
Q1 		$3.29M Sell
60,084
-50,186
-46% -$2.78M 2.14% 17
2019
Q4 		$6.04M Buy
+110,270
New +$6.08M 3.8% 8

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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

Stewardship Advisors's IAGG Position: Q3 2026 in Review

Stewardship Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.72% in Q3 2026, selling an estimated $1.69K and leaving 4,668 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #164.

Stewardship Advisors first reported a position in IAGG in Q4 2019 and has held it in 28 quarters since. The position peaked at $16.9M in Q2 2023. 386 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Stewardship Advisors held 4,668 shares of iShares Core International Aggregate Bond Fund worth $230K as of Q3 2026.
  • Stewardship Advisors sold 34 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $1.69K.
  • iShares Core International Aggregate Bond Fund made up 0.05% of Stewardship Advisors's portfolio in Q3 2026, its #164 holding.
  • Stewardship Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 28 quarters since.
  • Stewardship Advisors's iShares Core International Aggregate Bond Fund position peaked at $16.9M in Q2 2023.
  • 386 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.