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Summit Wealth Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Summit Wealth Group’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 		$3.38M Sell
67,511
-284
-0.4% -$14.3K 0.78% 29
2025
Q4 		$3.39M Sell
67,795
-315
-0.5% -$16.2K 0.79% 29
2025
Q3 		$3.49M Sell
68,110
-2,205
-3% -$113K 0.84% 28
2025
Q2 		$3.59M Sell
70,315
-1,972
-3% -$99.9K 0.92% 27
2025
Q1 		$3.61M Sell
72,287
-2,608
-3% -$130K 1.06% 25
2024
Q4 		$3.74M Buy
74,895
+2,871
+4% +$148K 1.08% 24
2024
Q3 		$3.73M Sell
72,024
-2,251
-3% -$115K 1.08% 25
2024
Q2 		$3.71M Sell
74,275
-2,166
-3% -$108K 1.11% 21
2024
Q1 		$3.82M Sell
76,441
-1,240
-2% -$61.4K 2.6% 10
2023
Q4 		$3.87M Buy
77,681
+54,629
+237% +$2.7M 3.03% 9
2023
Q3 		$1.12M Sell
23,052
-729
-3% -$35.8K 1% 16
2023
Q2 		$1.17M Sell
23,781
-1,236,378
-98% -$60.6M 0.47% 31
2023
Q1 		$26K Buy
1,260,159
+1,180,333
+1,479% +$57.2M 0.62% 27
2022
Q4 		$3.8M Buy
+79,826
New +$3.9M 4.01% 9

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
WI
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Summit Wealth Group's IAGG Position: Q1 2026 in Review

Summit Wealth Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.42% in Q1 2026, selling an estimated $14.3K and leaving 67,511 shares worth $3.38M. The position accounts for 0.78% of the portfolio, ranked #29.

Summit Wealth Group first reported a position in IAGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.87M in Q4 2023. 665 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Summit Wealth Group held 67,511 shares of iShares Core International Aggregate Bond Fund worth $3.38M as of Q1 2026.
  • Summit Wealth Group sold 284 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $14.3K.
  • iShares Core International Aggregate Bond Fund made up 0.78% of Summit Wealth Group's portfolio in Q1 2026, its #29 holding.
  • Summit Wealth Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 14 quarters since.
  • Summit Wealth Group's iShares Core International Aggregate Bond Fund position peaked at $3.87M in Q4 2023.
  • 665 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.