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SWA
Stratos Wealth Advisors’s
iShares Core International Aggregate Bond Fund
IAGG
Stock Holding History
Stratos Wealth 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
2025
Q3
–
Sell
-5,202
Closed
-$266K
–
694
2025
Q2
$266K
Buy
+5,202
New
+$264K
0.01%
570
2023
Q2
–
Sell
-16,137
Closed
-$790K
–
637
2023
Q1
$790K
Buy
16,137
+328
+2%
+$15.9K
0.06%
331
2022
Q4
$752K
Sell
15,809
-2,519
-14%
-$123K
0.06%
329
2022
Q3
$886K
Sell
18,328
-4,577
-20%
-$229K
0.09%
260
2022
Q2
$1.14M
Buy
22,905
+514
+2%
+$26K
0.1%
251
2022
Q1
$1.17M
Buy
22,391
+4,746
+27%
+$253K
0.09%
252
2021
Q4
$962K
Buy
17,645
+3,065
+21%
+$169K
0.07%
289
2021
Q3
$802K
Buy
14,580
+2,591
+22%
+$144K
0.07%
285
2021
Q2
$661K
Buy
11,989
+3,304
+38%
+$181K
0.06%
311
2021
Q1
$476K
Buy
+8,685
New
+$481K
0.05%
314
Other funds holding IAGG
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
MMI
Matson Money Inc
Mason, Ohio
$3.26B AUM
12.5%
1-Year Est. Return
BNP Paribas Asset Management
Paris, France
$86.1B AUM
29.11%
1-Year Est. Return
WI
WealthNavi Inc
Shinagawa-Ku, Tokyo, Japan
$11.5B AUM
18.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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