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

Strategic Wealth Partners’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	-25	Closed	-$1.26K	–	1450
2025 Q4	$1.27K	Sell	25 -1	-4%	-$51	﹤0.01%	1253
2025 Q3	$1.35K	Buy	+26	New	+$1.33K	﹤0.01%	1194
2019 Q4	–	Sell	-201	Closed	-$11	–	293
2019 Q3	$11	Hold	201	–	–	﹤0.01%	497
2019 Q2	$10K	Hold	201	–	–	﹤0.01%	497
2019 Q1	$11K	Hold	201	–	–	0.01%	477
2018 Q4	$10K	Sell	201 -58	-22%	-$3.02K	0.01%	475
2018 Q3	$14K	Sell	259 -17,309	-99%	-$909K	0.01%	412
2018 Q2	$926K	Buy	17,568 +8,453	+93%	+$444K	0.54%	60
2018 Q1	$480K	Buy	+9,115	New	+$475K	0.25%	116

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 Wealth Partners's IAGG Position: Q1 2026 in Review

Strategic Wealth Partners sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026, closing a stake of 25 shares — an estimated $1.26K sold.

Strategic Wealth Partners first reported a position in IAGG in Q1 2018 and held it in 9 quarters. The position peaked at $926K in Q2 2018. 665 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Strategic Wealth Partners reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
Strategic Wealth Partners sold 25 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $1.26K.
Strategic Wealth Partners first reported a position in iShares Core International Aggregate Bond Fund in Q1 2018 and held it in 9 quarters.
Strategic Wealth Partners's iShares Core International Aggregate Bond Fund position peaked at $926K in Q2 2018.
665 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.