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 Q3	–	Sell	-12,986	Closed	-$657K	–	74
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%	+$8.9K	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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Upper Left Wealth Management's IAGG Position: Q3 2026 in Review

Upper Left Wealth Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2026, closing a stake of 12,986 shares — an estimated $657K sold.

Upper Left Wealth Management first reported a position in IAGG in Q3 2024 and held it in 8 quarters. The position peaked at $2.09M in Q3 2024. 119 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Upper Left Wealth Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2026 after selling out during the quarter.
Upper Left Wealth Management sold 12,986 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $657K.
Upper Left Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2024 and held it in 8 quarters.
Upper Left Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $2.09M in Q3 2024.
119 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.