Strategic Advocates’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Strategic Advocates’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	–	Sell	-12	Closed	-$601	–	423
2025 Q4	$601	Hold	12	–	–	﹤0.01%	542
2025 Q3	$615	Buy	+12	New	+$613	﹤0.01%	515
2024 Q2	–	Sell	-13,803	Closed	-$689K	–	128
2024 Q1	$689K	Sell	13,803 -114,516	-89%	-$5.67M	0.27%	60
2023 Q4	$6.39M	Buy	128,319 +91,930	+253%	+$4.54M	2.72%	10
2023 Q3	$1.78M	Buy	+36,389	New	+$1.79M	0.84%	21

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Strategic Advocates's IAGG Position: Q1 2026 in Review

Strategic Advocates sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026, closing a stake of 12 shares — an estimated $601 sold.

Strategic Advocates first reported a position in IAGG in Q3 2023 and held it in 5 quarters. The position peaked at $6.39M in Q4 2023. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Strategic Advocates reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 12 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $601.
Strategic Advocates first reported a position in iShares Core International Aggregate Bond Fund in Q3 2023 and held it in 5 quarters.
Strategic Advocates's iShares Core International Aggregate Bond Fund position peaked at $6.39M in Q4 2023.
663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.