SWMG LLC’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

SWMG LLC’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	$395K	Buy	+8,004	New	+$398K	0.09%	82
2026 Q2	–	Sell	-27,608	Closed	-$1.38M	–	115
2026 Q1	$1.38M	Sell	27,608 -197	-0.7%	-$9.9K	0.39%	28
2025 Q4	$1.4M	Buy	27,805 +93	+0.3%	+$4.78K	0.39%	31
2025 Q3	$1.43M	Buy	27,712 +5,356	+24%	+$274K	0.43%	32
2025 Q2	$1.14M	Buy	+22,356	New	+$1.13M	0.38%	38

Other funds holding IAGG

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

SWMG LLC's IAGG Position: Q3 2026 in Review

SWMG LLC opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q3 2026: 8,004 shares worth $395K. The stake represents 0.09% of the portfolio and ranks #82 among its holdings. This is a return to the name: SWMG LLC previously reported a position in IAGG as recently as Q1 2026.

SWMG LLC first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q3 2025. 237 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

SWMG LLC held 8,004 shares of iShares Core International Aggregate Bond Fund worth $395K as of Q3 2026.
iShares Core International Aggregate Bond Fund was a new SWMG LLC position in Q3 2026.
iShares Core International Aggregate Bond Fund made up 0.09% of SWMG LLC's portfolio in Q3 2026, its #82 holding.
SWMG LLC first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
SWMG LLC's iShares Core International Aggregate Bond Fund position peaked at $1.43M in Q3 2025.
237 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.