Upper Left Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Upper Left Wealth Management’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	$657K	Sell	12,986 -2,115	-14%	-$106K	0.36%	50
2026 Q1	$756K	Buy	15,101 +4,314	+40%	+$217K	0.45%	42
2025 Q4	$539K	Buy	10,787 +173	+2%	+$8.89K	0.33%	51
2025 Q3	$544K	Buy	10,614 +530	+5%	+$27.1K	0.34%	51
2025 Q2	$515K	Buy	10,084 +10	+0.1%	+$507	0.34%	51
2025 Q1	$504K	Sell	10,074 -31,154	-76%	-$1.56M	0.36%	47
2024 Q4	$2.06M	Buy	41,228 +461	+1%	+$23.8K	1.76%	21
2024 Q3	$2.09M	Buy	+40,767	New	+$2.08M	1.83%	22

Other funds holding IAGG

MMI

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

PWM

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

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Upper Left Wealth Management's IAGG Position: Q2 2026 in Review

Upper Left Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 14% in Q2 2026, selling an estimated $106K and leaving 12,986 shares worth $657K. The position accounts for 0.36% of the portfolio, ranked #50.

Upper Left Wealth Management first reported a position in IAGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.09M in Q3 2024. 115 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Upper Left Wealth Management held 12,986 shares of iShares Core International Aggregate Bond Fund worth $657K as of Q2 2026.
Upper Left Wealth Management sold 2,115 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $106K.
iShares Core International Aggregate Bond Fund made up 0.36% of Upper Left Wealth Management's portfolio in Q2 2026, its #50 holding.
Upper Left Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2024 and has held it in 8 quarters since.
Upper Left Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $2.09M in Q3 2024.
115 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.