Two West Capital Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Two West Capital 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	-21,162	Closed	-$1.05M	–	104
2026 Q1	$1.05M	Buy	21,162 +5,270	+33%	+$265K	0.56%	37
2025 Q4	$795K	Buy	15,892 +1,509	+10%	+$77.6K	0.46%	39
2025 Q3	$744K	Buy	14,383 +369	+3%	+$18.9K	0.45%	38
2025 Q2	$714K	Buy	+14,014	New	+$710K	0.47%	35
2025 Q1	–	Sell	-4,008	Closed	-$200K	–	80
2024 Q4	$200K	Buy	4,008 +58	+1%	+$2.99K	0.17%	69
2024 Q3	$205K	Sell	3,950 -662	-14%	-$33.8K	0.17%	67
2024 Q2	$230K	Buy	+4,612	New	+$229K	0.22%	59

Other funds holding IAGG

MMI

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Two West Capital Advisors's IAGG Position: Q2 2026 in Review

Two West Capital Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 21,162 shares — an estimated $1.05M sold.

Two West Capital Advisors first reported a position in IAGG in Q2 2024 and held it in 7 quarters. The position peaked at $1.05M in Q1 2026. 192 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Two West Capital Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Two West Capital Advisors sold 21,162 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.05M.
Two West Capital Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2024 and held it in 7 quarters.
Two West Capital Advisors's iShares Core International Aggregate Bond Fund position peaked at $1.05M in Q1 2026.
192 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.