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W Advisors LLC’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

W Advisors LLC’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 		– Sell
-6,729
Closed -$337K – 157
2026
Q1 		$337K Sell
6,729
-470
-7% -$23.6K 0.17% 103
2025
Q4 		$360K Buy
7,199
+22
+0.3% +$1.13K 0.18% 98
2025
Q3 		$368K Buy
7,177
+642
+10% +$32.8K 0.19% 98
2025
Q2 		$334K Buy
+6,535
New +$331K 0.19% 96

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

W Advisors LLC's IAGG Position: Q2 2026 in Review

W Advisors LLC sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 6,729 shares — an estimated $337K sold.

W Advisors LLC first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $368K in Q3 2025. 273 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • W Advisors LLC reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • W Advisors LLC sold 6,729 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $337K.
  • W Advisors LLC first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
  • W Advisors LLC's iShares Core International Aggregate Bond Fund position peaked at $368K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.