VWM
IAGG icon

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

Venturi 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 		$953K Sell
18,829
-92
-0.5% -$4.61K 0.04% 237
2026
Q1 		$947K Buy
+18,921
New +$951K 0.04% 209
2023
Q3 		– Sell
-355
Closed -$17.5K – 1363
2023
Q2 		$17.5K Hold
355
– – ﹤0.01% 570
2023
Q1 		$17.4K Buy
+355
New +$17.2K ﹤0.01% 621

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AC
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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Venturi Wealth Management's IAGG Position: Q2 2026 in Review

Venturi Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.49% in Q2 2026, selling an estimated $4.61K and leaving 18,829 shares worth $953K. The position accounts for 0.04% of the portfolio, ranked #237.

Venturi Wealth Management first reported a position in IAGG in Q1 2023 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Venturi Wealth Management held 18,829 shares of iShares Core International Aggregate Bond Fund worth $953K as of Q2 2026.
  • Venturi Wealth Management sold 92 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $4.61K.
  • iShares Core International Aggregate Bond Fund made up 0.04% of Venturi Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Venturi Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2023 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.