U.S. Capital Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

U.S. Capital 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	$4.43M	Buy	88,451 +7,246	+9%	+$364K	0.11%	212
2025 Q4	$4.06M	Buy	81,205 +3,997	+5%	+$206K	0.11%	213
2025 Q3	$3.96M	Buy	77,208 +23,959	+45%	+$1.22M	0.11%	209
2025 Q2	$2.72M	Buy	+53,249	New	+$2.7M	0.08%	240
2023 Q1	–	Sell	-25	Closed	-$1.19K	–	1036
2022 Q4	$1.19K	Buy	+25	New	+$1.22K	﹤0.01%	1526

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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 $2.42B AUM 17.68% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's IAGG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 8.9% in Q1 2026, buying an estimated $364K and bringing the position to 88,451 shares worth $4.43M. The position accounts for 0.11% of the portfolio, ranked #212.

U.S. Capital Wealth Advisors first reported a position in IAGG in Q4 2022 and has held it in 5 quarters since. 666 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

U.S. Capital Wealth Advisors held 88,451 shares of iShares Core International Aggregate Bond Fund worth $4.43M as of Q1 2026.
U.S. Capital Wealth Advisors bought 7,246 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $364K.
iShares Core International Aggregate Bond Fund made up 0.11% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #212 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 5 quarters since.
666 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.