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

Waverly Advisors’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
Q1 		$830K Sell
16,595
-840
-5% -$42.2K 0.01% 887
2025
Q4 		$872K Sell
17,435
-400
-2% -$20.6K 0.01% 806
2025
Q3 		$914K Sell
17,835
-36,565
-67% -$1.87M 0.01% 666
2025
Q2 		$2.78M Sell
54,400
-3,355
-6% -$170K 0.03% 422
2025
Q1 		$2.89M Sell
57,755
-1,058
-2% -$52.9K 0.04% 399
2024
Q4 		$2.94M Buy
+58,813
New +$3.03M 0.05% 310

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Waverly Advisors's IAGG Position: Q1 2026 in Review

Waverly Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 4.8% in Q1 2026, selling an estimated $42.2K and leaving 16,595 shares worth $830K. The position accounts for 0.01% of the portfolio, ranked #887.

Waverly Advisors first reported a position in IAGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.94M in Q4 2024. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Waverly Advisors held 16,595 shares of iShares Core International Aggregate Bond Fund worth $830K as of Q1 2026.
  • Waverly Advisors sold 840 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $42.2K.
  • iShares Core International Aggregate Bond Fund made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #887 holding.
  • Waverly Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's iShares Core International Aggregate Bond Fund position peaked at $2.94M in Q4 2024.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.