Tradition Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Tradition 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
2026 Q1	$1.86M	Buy	37,183 +1,544	+4%	+$77.6K	0.13%	147
2025 Q4	$1.78M	Buy	35,639 +563	+2%	+$28.9K	0.13%	145
2025 Q3	$1.8M	Sell	35,076 -1,433	-4%	-$73.2K	0.13%	146
2025 Q2	$1.87M	Buy	+36,509	New	+$1.85M	0.15%	132
2023 Q1	–	Sell	-126	Closed	-$6K	–	1302
2022 Q4	$6K	Hold	126	–	–	﹤0.01%	1011
2022 Q3	$6K	Hold	126	–	–	﹤0.01%	1032
2022 Q2	$6K	Hold	126	–	–	﹤0.01%	916
2022 Q1	$7K	Hold	126	–	–	﹤0.01%	968
2021 Q4	$7K	Hold	126	–	–	﹤0.01%	986
2021 Q3	$7K	Hold	126	–	–	﹤0.01%	974
2021 Q2	$7K	Buy	+126	New	+$6.92K	﹤0.01%	1012
2021 Q1	–	Sell	-126	Closed	-$7K	–	901
2020 Q4	$7K	Buy	+126	New	+$7.04K	﹤0.01%	801

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

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

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tradition Wealth Management's IAGG Position: Q1 2026 in Review

Tradition Wealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 4.3% in Q1 2026, buying an estimated $77.6K and bringing the position to 37,183 shares worth $1.86M. The position accounts for 0.13% of the portfolio, ranked #147.

Tradition Wealth Management first reported a position in IAGG in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.87M in Q2 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Tradition Wealth Management held 37,183 shares of iShares Core International Aggregate Bond Fund worth $1.86M as of Q1 2026.
Tradition Wealth Management bought 1,544 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $77.6K.
iShares Core International Aggregate Bond Fund made up 0.13% of Tradition Wealth Management's portfolio in Q1 2026, its #147 holding.
Tradition Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and has held it in 12 quarters since.
Tradition Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $1.87M in Q2 2025.
663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.