Topel & Distasi Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Topel & Distasi Wealth Management’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 Q2	–	Sell	-42,481	Closed	-$2.12M	–	63
2025 Q1	$2.12M	Sell	42,481 -6,939	-14%	-$347K	0.99%	30
2024 Q4	$2.47M	Hold	49,420	–	–	1.06%	28
2024 Q3	$2.56M	Buy	49,420 +140	+0.3%	+$7.16K	1.06%	27
2024 Q2	$2.46M	Hold	49,280	–	–	1.08%	29
2024 Q1	$2.46M	Buy	49,280 +12,473	+34%	+$618K	1.09%	29
2023 Q4	$1.83M	Hold	36,807	–	–	0.87%	31
2023 Q3	$1.8M	Hold	36,807	–	–	0.94%	32
2023 Q2	$1.81M	Hold	36,807	–	–	0.91%	32
2023 Q1	$1.8M	Hold	36,807	–	–	0.94%	32
2022 Q4	$1.75M	Hold	36,807	–	–	0.98%	31
2022 Q3	$1.8M	Hold	36,807	–	–	1%	32
2022 Q2	$1.83M	Sell	36,807 -22,328	-38%	-$1.13M	1.06%	30
2022 Q1	$3.08M	Buy	+59,135	New	+$3.15M	1.29%	30

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MMI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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

Topel & Distasi Wealth Management's IAGG Position: Q2 2025 in Review

Topel & Distasi Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2025, closing a stake of 42,481 shares — an estimated $2.12M sold.

Topel & Distasi Wealth Management first reported a position in IAGG in Q1 2022 and held it in 13 quarters. The position peaked at $3.08M in Q1 2022. 554 funds tracked by Wall St. Rank hold IAGG as of Q2 2025.

Topel & Distasi Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 42,481 iShares Core International Aggregate Bond Fund shares in Q2 2025, an estimated $2.12M.
Topel & Distasi Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2022 and held it in 13 quarters.
Topel & Distasi Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $3.08M in Q1 2022.
554 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.