Versant Capital Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Versant Capital 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	$2.68K	Hold	53	–	–	﹤0.01%	2532
2026 Q1	$2.65K	Buy	53 +5	+10%	+$251	﹤0.01%	2517
2025 Q4	$2.4K	Hold	48	–	–	﹤0.01%	2415
2025 Q3	$2.46K	Hold	48	–	–	﹤0.01%	2376
2025 Q2	$2.45K	Hold	48	–	–	﹤0.01%	2342
2025 Q1	$2.4K	Hold	48	–	–	﹤0.01%	2245
2024 Q4	$2.4K	Hold	48	–	–	﹤0.01%	2013
2024 Q3	$2.49K	Sell	48 -55	-53%	-$2.81K	﹤0.01%	1511
2024 Q2	$5.14K	Buy	103 +55	+115%	+$2.73K	﹤0.01%	1210
2024 Q1	$2.4K	Hold	48	–	–	﹤0.01%	1290
2023 Q4	$2.39K	Hold	48	–	–	﹤0.01%	1231
2023 Q3	$2.34K	Sell	48 -130	-73%	-$6.38K	﹤0.01%	1247
2023 Q2	$8.77K	Buy	178 +130	+271%	+$6.37K	﹤0.01%	820
2023 Q1	$2.35K	Hold	48	–	–	﹤0.01%	1226
2022 Q4	$2.28K	Buy	+48	New	+$2.34K	﹤0.01%	1106

Other funds holding IAGG

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

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM