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 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

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

Twin Peaks Wealth Advisors's IAGG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 23% in Q1 2026, buying an estimated $433K and bringing the position to 45,838 shares worth $2.29M. The position accounts for 0.58% of the portfolio, ranked #45.

Twin Peaks Wealth Advisors first reported a position in IAGG in Q2 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Twin Peaks Wealth Advisors held 45,838 shares of iShares Core International Aggregate Bond Fund worth $2.29M as of Q1 2026.
Twin Peaks Wealth Advisors bought 8,615 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $433K.
iShares Core International Aggregate Bond Fund made up 0.58% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #45 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 4 quarters since.
663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.