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

Wealth Alliance’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	-88,293	Closed	-$4.42M	–	600
2026 Q1	$4.42M	Buy	88,293 +8,225	+10%	+$413K	0.44%	44
2025 Q4	$4M	Buy	80,068 +589	+0.7%	+$30.3K	0.39%	42
2025 Q3	$4.07M	Buy	79,479 +6,288	+9%	+$321K	0.42%	38
2025 Q2	$3.74M	Buy	+73,191	New	+$3.71M	0.42%	44

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Alliance's IAGG Position: Q2 2026 in Review

Wealth Alliance sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 88,293 shares — an estimated $4.42M sold.

Wealth Alliance first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $4.42M in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Wealth Alliance reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Wealth Alliance sold 88,293 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $4.42M.
Wealth Alliance first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
Wealth Alliance's iShares Core International Aggregate Bond Fund position peaked at $4.42M in Q1 2026.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.