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United Capital Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

United Capital Financial 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 		$8.47M Sell
167,512
-754,920
-82% -$37.8M 0.05% 282
2026
Q1 		$46M Buy
922,432
+57,107
+7% +$2.87M 0.28% 68
2025
Q4 		$43.3M Buy
865,325
+23,035
+3% +$1.18M 0.26% 78
2025
Q3 		$43.2M Buy
842,290
+18,262
+2% +$933K 0.31% 69
2025
Q2 		$42.1M Buy
824,028
+671,462
+440% +$34M 0.34% 67
2025
Q1 		$7.63M Buy
152,566
+1,081
+0.7% +$54K 0.07% 218
2024
Q4 		$7.56M Sell
151,485
-4,414
-3% -$228K 0.06% 213
2024
Q3 		$8.08M Sell
155,899
-98
-0.1% -$5.01K 0.07% 205
2024
Q2 		$7.79M Sell
155,997
-4,549
-3% -$226K 0.07% 207
2024
Q1 		$8.02M Sell
160,546
-13,979
-8% -$692K 0.07% 205
2023
Q4 		$8.69M Sell
174,525
-57,519
-25% -$2.84M 0.07% 211
2023
Q3 		$11.3M Sell
232,044
-13,549
-6% -$665K 0.07% 215
2023
Q2 		$12.1M Sell
245,593
-19,155
-7% -$939K 0.07% 220
2023
Q1 		$13M Buy
264,748
+4,911
+2% +$238K 0.07% 207
2022
Q4 		$12.4M Sell
259,837
-80,754
-24% -$3.94M 0.07% 223
2022
Q3 		$16.5M Sell
340,591
-33,187
-9% -$1.66M 0.1% 182
2022
Q2 		$18.6M Sell
373,778
-36,219
-9% -$1.83M 0.1% 183
2022
Q1 		$21.4M Sell
409,997
-29,666
-7% -$1.58M 0.1% 181
2021
Q4 		$24M Sell
439,663
-31,828
-7% -$1.75M 0.11% 180
2021
Q3 		$25.9M Sell
471,491
-1,291
-0.3% -$71.8K 0.13% 161
2021
Q2 		$26.1M Buy
472,782
+1,270
+0.3% +$69.7K 0.13% 166
2021
Q1 		$25.9M Buy
471,512
+12,749
+3% +$706K 0.14% 155
2020
Q4 		$25.8M Sell
458,763
-1,050
-0.2% -$58.7K 0.16% 149
2020
Q3 		$25.6M Buy
459,813
+27,589
+6% +$1.54M 0.17% 143
2020
Q2 		$24.1M Sell
432,224
-11,795
-3% -$652K 0.18% 127
2020
Q1 		$24.3M Buy
444,019
+6,997
+2% +$387K 0.2% 107
2019
Q4 		$23.9M Buy
437,022
+121,347
+38% +$6.69M 0.15% 153
2019
Q3 		$17.6M Buy
315,675
+99,679
+46% +$5.51M 0.12% 201
2019
Q2 		$11.8M Buy
215,996
+86,472
+67% +$4.63M 0.08% 271
2019
Q1 		$6.93M Buy
129,524
+115,573
+828% +$6.08M 0.05% 347
2018
Q4 		$728K Buy
+13,951
New +$727K 0.01% 794

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Capital Financial Advisors's IAGG Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 82% in Q2 2026, selling an estimated $37.8M and leaving 167,512 shares worth $8.47M. The position accounts for 0.05% of the portfolio, ranked #282.

United Capital Financial Advisors first reported a position in IAGG in Q4 2018 and has held it in 31 quarters since. The position peaked at $46M in Q1 2026. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • United Capital Financial Advisors held 167,512 shares of iShares Core International Aggregate Bond Fund worth $8.47M as of Q2 2026.
  • United Capital Financial Advisors sold 754,920 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $37.8M.
  • iShares Core International Aggregate Bond Fund made up 0.05% of United Capital Financial Advisors's portfolio in Q2 2026, its #282 holding.
  • United Capital Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and has held it in 31 quarters since.
  • United Capital Financial Advisors's iShares Core International Aggregate Bond Fund position peaked at $46M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.