Syon Capital’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Syon Capital’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 Q2	$26.1M	Buy	516,489 +26,351	+5%	+$1.32M	1.14%	19
2026 Q1	$24.5M	Sell	490,138 -17,638	-3%	-$886K	1.23%	18
2025 Q4	$25.4M	Buy	507,776 +10,326	+2%	+$531K	1.27%	20
2025 Q3	$25.5M	Sell	497,450 -14,373	-3%	-$734K	1.37%	20
2025 Q2	$26.1M	Buy	511,823 +174,175	+52%	+$8.83M	1.72%	14
2025 Q1	$16.9M	Sell	337,648 -364,322	-52%	-$18.2M	1.37%	16
2024 Q4	$35M	Sell	701,970 -509,870	-42%	-$26.3M	3.16%	3
2024 Q3	$62.8M	Buy	1,211,840 +40,341	+3%	+$2.06M	5.56%	2
2024 Q2	$58.5M	Buy	1,171,499 +9,497	+0.8%	+$472K	5.38%	3
2024 Q1	$58M	Buy	1,162,002 +62,738	+6%	+$3.11M	5.49%	3
2023 Q4	$54.7M	Buy	1,099,264 +108,951	+11%	+$5.38M	5.6%	3
2023 Q3	$48.3M	Buy	+990,313	New	+$48.6M	6.01%	3

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Syon Capital's IAGG Position: Q2 2026 in Review

Syon Capital increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 5.4% in Q2 2026, buying an estimated $1.32M and bringing the position to 516,489 shares worth $26.1M. The position accounts for 1.14% of the portfolio, ranked #19.

Syon Capital first reported a position in IAGG in Q3 2023 and has held it in 12 quarters since. The position peaked at $62.8M in Q3 2024. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Syon Capital held 516,489 shares of iShares Core International Aggregate Bond Fund worth $26.1M as of Q2 2026.
Syon Capital bought 26,351 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.32M.
iShares Core International Aggregate Bond Fund made up 1.14% of Syon Capital's portfolio in Q2 2026, its #19 holding.
Syon Capital first reported a position in iShares Core International Aggregate Bond Fund in Q3 2023 and has held it in 12 quarters since.
Syon Capital's iShares Core International Aggregate Bond Fund position peaked at $62.8M in Q3 2024.
564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.