Wealth Enhancement Advisory Services
IAGG icon

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

Wealth Enhancement Advisory Services’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 		$3.02M Buy
61,510
+13,291
+28% +$661K ﹤0.01% 1397
2026
Q2 		$2.41M Sell
48,219
-78,819
-62% -$3.95M ﹤0.01% 1455
2026
Q1 		$6.33M Buy
127,038
+99,696
+365% +$5.01M 0.01% 785
2025
Q4 		$1.37M Buy
27,342
+787
+3% +$40.5K ﹤0.01% 1752
2025
Q3 		$1.36M Buy
26,555
+17,963
+209% +$918K ﹤0.01% 1673
2025
Q2 		$439K Buy
8,592
+2,182
+34% +$111K ﹤0.01% 2320
2025
Q1 		$320K Buy
6,410
+445
+7% +$22.2K ﹤0.01% 2397
2024
Q4 		$298K Buy
+5,965
New +$308K ﹤0.01% 2386
2021
Q3 		– Sell
-118,219
Closed -$6.57M – 310
2021
Q2 		$6.57M Buy
118,219
+5,465
+5% +$300K 0.11% 88
2021
Q1 		$6.19M Buy
112,754
+14,721
+15% +$816K 0.11% 84
2020
Q4 		$5.49M Buy
98,033
+17,684
+22% +$988K 0.12% 67
2020
Q3 		$4.48M Buy
80,349
+6,910
+9% +$385K 0.12% 65
2020
Q2 		$4.1M Buy
73,439
+9,834
+15% +$543K 0.12% 67
2020
Q1 		$3.52M Sell
63,605
-102,955
-62% -$5.7M 0.13% 77
2019
Q4 		$9.13M Buy
166,560
+26,774
+19% +$1.48M 0.32% 48
2019
Q3 		$7.74M Buy
139,786
+82,524
+144% +$4.56M 0.31% 47
2019
Q2 		$3.15M Buy
57,262
+37,794
+194% +$2.02M 0.14% 62
2019
Q1 		$1.03M Buy
19,468
+8,973
+85% +$472K 0.06% 138
2018
Q4 		$548K Buy
10,495
+2,966
+39% +$155K 0.03% 148
2018
Q3 		$392K Buy
7,529
+2,052
+37% +$108K 0.02% 148
2018
Q2 		$289K Buy
+5,477
New +$287K 0.02% 149

Other funds holding IAGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's IAGG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 28% in Q3 2026, buying an estimated $661K and bringing the position to 61,510 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Wealth Enhancement Advisory Services first reported a position in IAGG in Q2 2018 and has held it in 21 quarters since. The position peaked at $9.13M in Q4 2019. 502 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 61,510 shares of iShares Core International Aggregate Bond Fund worth $3.02M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 13,291 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $661K.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1397 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q2 2018 and has held it in 21 quarters since.
  • Wealth Enhancement Advisory Services's iShares Core International Aggregate Bond Fund position peaked at $9.13M in Q4 2019.
  • 502 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

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