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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
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 		$1K Sell
10,344
-129
-1% -$7.15K ﹤0.01% 125
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

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 $11.5B AUM 18.72% 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

Wealth Advisory Solutions's IAGG Position: Q1 2026 in Review

Wealth Advisory Solutions increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 7.9% in Q1 2026, buying an estimated $194K and bringing the position to 52,631 shares worth $2.63M. The position accounts for 0.59% of the portfolio, ranked #43.

Wealth Advisory Solutions first reported a position in IAGG in Q4 2019 and has held it in 24 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Wealth Advisory Solutions held 52,631 shares of iShares Core International Aggregate Bond Fund worth $2.63M as of Q1 2026.
  • Wealth Advisory Solutions bought 3,854 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $194K.
  • iShares Core International Aggregate Bond Fund made up 0.59% of Wealth Advisory Solutions's portfolio in Q1 2026, its #43 holding.
  • Wealth Advisory Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 24 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.