Wealth Advisory Solutions
IAGG icon

Wealth Advisory Solutions’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Wealth Advisory Solutions’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 		$2.53M Buy
51,410
+550
+1% +$27.4K 0.52% 45
2026
Q2 		$2.57M Sell
50,860
-1,771
-3% -$88.7K 0.53% 46
2026
Q1 		$2.63M Buy
52,631
+3,854
+8% +$194K 0.59% 43
2025
Q4 		$2.44M Buy
48,777
+47
+0.1% +$2.42K 0.57% 42
2025
Q3 		$2.5M Buy
48,730
+1,321
+3% +$67.5K 0.6% 38
2025
Q2 		$2.42M Sell
47,409
-202
-0.4% -$10.2K 0.61% 45
2025
Q1 		$2.38M Sell
47,611
-2,190
-4% -$109K 0.63% 45
2024
Q4 		$2.49M Buy
49,801
+2,482
+5% +$128K 0.7% 38
2024
Q3 		$2.45M Buy
47,319
+966
+2% +$49.4K 0.68% 40
2024
Q2 		$2.31M Buy
46,353
+1,120
+2% +$55.7K 0.63% 41
2024
Q1 		$2.26M Buy
+45,233
New +$2.24M 0.59% 43
2023
Q4 		– Sell
-45,848
Closed -$2.24M – 91
2023
Q3 		$2.24M Sell
45,848
-1,057
-2% -$51.9K 0.44% 47
2023
Q2 		$2.31M Sell
46,905
-749
-2% -$36.7K 0.62% 46
2023
Q1 		$2.33M Buy
47,654
+2,470
+5% +$120K 0.62% 47
2022
Q4 		$2.15M Buy
45,184
+785
+2% +$38.3K 0.58% 46
2022
Q3 		$2.15M Buy
44,399
+13,613
+44% +$682K 0.59% 49
2022
Q2 		$1.53M Buy
30,786
+19,490
+173% +$987K 0.38% 71
2022
Q1 		$589K Buy
+11,296
New +$601K 0.12% 98
2021
Q3 		$771K Buy
14,009
+3,421
+32% +$190K 0.17% 92
2021
Q2 		$583K Buy
10,588
+244
+2% +$13.4K 0.14% 98
2021
Q1 		$1M Sell
10,344
-129
-1% -$7.15K 0.21% 97
2020
Q4 		$588K Buy
10,473
+48
+0.5% +$2.68K 0.16% 87
2020
Q3 		$580K Buy
10,425
+99
+1% +$5.51K 0.15% 98
2020
Q2 		$574K Buy
10,326
+16
+0.2% +$884 0.16% 99
2020
Q1 		$563K Buy
10,310
+3,535
+52% +$196K 0.19% 97
2019
Q4 		$371K Buy
+6,775
New +$373K 0.1% 134

Other funds holding IAGG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Trinity Wealth Management
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Wealth Advisory Solutions's IAGG Position: Q3 2026 in Review

Wealth Advisory Solutions increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.1% in Q3 2026, buying an estimated $27.4K and bringing the position to 51,410 shares worth $2.53M. The position accounts for 0.52% of the portfolio, ranked #45.

Wealth Advisory Solutions first reported a position in IAGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.63M in Q1 2026. 145 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Wealth Advisory Solutions held 51,410 shares of iShares Core International Aggregate Bond Fund worth $2.53M as of Q3 2026.
  • Wealth Advisory Solutions bought 550 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $27.4K.
  • iShares Core International Aggregate Bond Fund made up 0.52% of Wealth Advisory Solutions's portfolio in Q3 2026, its #45 holding.
  • Wealth Advisory Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's iShares Core International Aggregate Bond Fund position peaked at $2.63M in Q1 2026.
  • 145 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.