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IAGG icon

Sunbelt Securities’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Sunbelt Securities’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 		$2.75K Hold
55
– – ﹤0.01% 1841
2025
Q4 		$2.75K Hold
55
– – ﹤0.01% 1801
2025
Q3 		$2.82K Sell
55
-3,661
-99% -$187K ﹤0.01% 1769
2025
Q2 		$186K Buy
3,716
+85
+2% +$4.31K 0.02% 603
2025
Q1 		$182K Sell
3,631
-85
-2% -$4.25K 0.02% 585
2024
Q4 		$186K Sell
3,716
-506
-12% -$26.1K 0.02% 603
2024
Q3 		$219K Sell
4,222
-163
-4% -$8.33K 0.02% 573
2024
Q2 		$219K Buy
4,385
+3,583
+447% +$178K 0.02% 537
2024
Q1 		$40.1K Hold
802
– – ﹤0.01% 928
2023
Q4 		$40K Sell
802
-858
-52% -$42.4K 0.01% 864
2023
Q3 		$81K Sell
1,660
-64
-4% -$3.14K 0.01% 699
2023
Q2 		$85K Sell
1,724
-119
-6% -$5.83K 0.01% 679
2023
Q1 		$90K Buy
+1,843
New +$89.4K 0.01% 608
2021
Q4 		– Sell
-4,960
Closed -$276K – 488
2021
Q3 		$276K Hold
4,960
– – 0.05% 365
2021
Q2 		$276K Sell
4,960
-1,875
-27% -$103K 0.05% 365
2021
Q1 		$375K Buy
6,835
+990
+17% +$54.9K 0.07% 290
2020
Q4 		$329K Buy
5,845
+1,022
+21% +$57.1K 0.07% 294
2020
Q3 		$268K Sell
4,823
-657
-12% -$36.6K 0.07% 271
2020
Q2 		$305K Sell
5,480
-13,742
-71% -$759K 0.1% 228
2020
Q1 		$1.06M Buy
19,222
+12,723
+196% +$704K 0.05% 141
2019
Q4 		$311K Buy
6,499
+261
+4% +$14.4K 0.03% 434
2019
Q3 		$348K Buy
+6,238
New +$345K 0.04% 383

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 $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sunbelt Securities's IAGG Position: Q1 2026 in Review

Sunbelt Securities held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q1 2026 at 55 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Sunbelt Securities first reported a position in IAGG in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.06M in Q1 2020. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Sunbelt Securities held 55 shares of iShares Core International Aggregate Bond Fund worth $2.75K as of Q1 2026.
  • Sunbelt Securities left its iShares Core International Aggregate Bond Fund share count unchanged in Q1 2026.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1841 holding.
  • Sunbelt Securities first reported a position in iShares Core International Aggregate Bond Fund in Q3 2019 and has held it in 22 quarters since.
  • Sunbelt Securities's iShares Core International Aggregate Bond Fund position peaked at $1.06M in Q1 2020.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.