TPA
IAGG icon

Trivium Point Advisory’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Trivium Point Advisory’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 		– Sell
-7,907
Closed -$395K – 298
2025
Q4 		$395K Buy
+7,907
New +$407K 0.04% 266

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

Trivium Point Advisory's IAGG Position: Q1 2026 in Review

Trivium Point Advisory sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026, closing a stake of 7,907 shares — an estimated $395K sold.

Trivium Point Advisory first reported a position in IAGG in Q4 2025 and held it in 1 quarter. The position peaked at $395K in Q4 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Trivium Point Advisory reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Trivium Point Advisory sold 7,907 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $395K.
  • Trivium Point Advisory first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and held it in 1 quarter.
  • Trivium Point Advisory's iShares Core International Aggregate Bond Fund position peaked at $395K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.