Stratos Investment Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Stratos Investment Management’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	$49.7M	Buy	993,350 +47,399	+5%	+$2.38M	1.99%	12
2025 Q4	$47.3M	Buy	945,951 +60,886	+7%	+$3.13M	1.9%	12
2025 Q3	$45.3M	Buy	885,065 +163,538	+23%	+$8.36M	1.87%	13
2025 Q2	$36.9M	Buy	721,527 +33,895	+5%	+$1.72M	1.69%	15
2025 Q1	$34.4M	Buy	687,632 +23,808	+4%	+$1.19M	1.83%	12
2024 Q4	$33.1M	Buy	663,824 +165,925	+33%	+$8.56M	1.99%	11
2024 Q3	$25.8M	Buy	497,899 +95,759	+24%	+$4.9M	1.8%	15
2024 Q2	$20.1M	Buy	402,140 +148,196	+58%	+$7.37M	1.66%	16
2024 Q1	$12.7M	Buy	+253,944	New	+$12.6M	1.24%	24

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

Stratos Investment Management's IAGG Position: Q1 2026 in Review

Stratos Investment Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 5% in Q1 2026, buying an estimated $2.38M and bringing the position to 993,350 shares worth $49.7M. The position accounts for 1.99% of the portfolio, ranked #12.

Stratos Investment Management first reported a position in IAGG in Q1 2024 and has held it in 9 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Stratos Investment Management held 993,350 shares of iShares Core International Aggregate Bond Fund worth $49.7M as of Q1 2026.
Stratos Investment Management bought 47,399 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $2.38M.
iShares Core International Aggregate Bond Fund made up 1.99% of Stratos Investment Management's portfolio in Q1 2026, its #12 holding.
Stratos Investment Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2024 and has held it in 9 quarters since.
663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.