Strategy Asset Managers
IAGG icon

Strategy Asset Managers’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Strategy Asset Managers’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 		– Sell
-7,596
Closed -$384K – 279
2026
Q2 		$384K Sell
7,596
-2,638
-26% -$132K 0.06% 195
2026
Q1 		$512K Buy
10,234
+1,589
+18% +$79.9K 0.08% 154
2025
Q4 		$432K Buy
8,645
+3,155
+57% +$162K 0.07% 165
2025
Q3 		$281K Buy
+5,490
New +$281K 0.05% 215

Other funds holding IAGG

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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Trinity Wealth Management
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Strategy Asset Managers's IAGG Position: Q3 2026 in Review

Strategy Asset Managers sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2026, closing a stake of 7,596 shares — an estimated $384K sold.

Strategy Asset Managers first reported a position in IAGG in Q3 2025 and held it in 4 quarters. The position peaked at $512K in Q1 2026. 145 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Strategy Asset Managers reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2026 after selling out during the quarter.
  • Strategy Asset Managers sold 7,596 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $384K.
  • Strategy Asset Managers first reported a position in iShares Core International Aggregate Bond Fund in Q3 2025 and held it in 4 quarters.
  • Strategy Asset Managers's iShares Core International Aggregate Bond Fund position peaked at $512K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.