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Univest Financial’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Univest Financial’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 		– Sell
-8,093
Closed -$405K – 256
2025
Q4 		$405K Buy
+8,093
New +$416K 0.02% 213
2025
Q1 		– Sell
-35,041
Closed -$1.75M – 281
2024
Q4 		$1.75M Buy
35,041
+25,869
+282% +$1.33M 0.11% 125
2024
Q3 		$475K Buy
+9,172
New +$469K 0.03% 198

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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 $15B AUM
WI
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Univest Financial's IAGG Position: Q1 2026 in Review

Univest Financial sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026, closing a stake of 8,093 shares — an estimated $405K sold.

Univest Financial first reported a position in IAGG in Q3 2024 and held it in 3 quarters. The position peaked at $1.75M in Q4 2024. 668 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Univest Financial reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Univest Financial sold 8,093 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $405K.
  • Univest Financial first reported a position in iShares Core International Aggregate Bond Fund in Q3 2024 and held it in 3 quarters.
  • Univest Financial's iShares Core International Aggregate Bond Fund position peaked at $1.75M in Q4 2024.
  • 668 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.