Twin Peaks Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-45,838	Closed	-$2.29M	–	1125
2026 Q1	$2.29M	Buy	45,838 +8,615	+23%	+$433K	0.58%	45
2025 Q4	$1.87M	Buy	37,223 +4,901	+15%	+$252K	0.55%	48
2025 Q3	$1.66M	Buy	32,322 +5,359	+20%	+$274K	0.57%	43
2025 Q2	$1.38M	Buy	+26,963	New	+$1.37M	0.45%	48

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

Twin Peaks Wealth Advisors's IAGG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 45,838 shares — an estimated $2.29M sold.

Twin Peaks Wealth Advisors first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $2.29M in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 45,838 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $2.29M.
Twin Peaks Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
Twin Peaks Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $2.29M in Q1 2026.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.