WealthShield Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

WealthShield Partners’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	$2.78M	Buy	55,474 +2,731	+5%	+$137K	0.31%	92
2025 Q4	$2.64M	Buy	52,743 +2,123	+4%	+$109K	0.29%	97
2025 Q3	$2.59M	Buy	50,620 +1,119	+2%	+$57.2K	0.29%	91
2025 Q2	$2.53M	Buy	49,501 +46,391	+1,492%	+$2.35M	0.31%	92
2025 Q1	$155K	Buy	+3,110	New	+$155K	0.02%	340
2020 Q4	–	Sell	-108	Closed	-$6K	–	330
2020 Q3	$6K	Hold	108	–	–	﹤0.01%	361
2020 Q2	$6K	Hold	108	–	–	﹤0.01%	303
2020 Q1	$6K	Hold	108	–	–	﹤0.01%	231
2019 Q4	$6K	Sell	108 -224	-67%	-$12.3K	﹤0.01%	257
2019 Q3	$19K	Buy	332 +108	+48%	+$5.97K	0.01%	222
2019 Q2	$12K	Sell	224 -108	-33%	-$5.78K	0.01%	206
2019 Q1	$18K	Sell	332 -34	-9%	-$1.79K	0.01%	220
2018 Q4	$19K	Hold	366	–	–	0.01%	191
2018 Q3	$19K	Sell	366 -170	-32%	-$8.93K	0.01%	190
2018 Q2	$28K	Sell	536 -442	-45%	-$23.2K	0.02%	172
2018 Q1	$52K	Buy	+978	New	+$50.9K	0.03%	150

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

NFA

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WealthShield Partners's IAGG Position: Q1 2026 in Review

WealthShield Partners increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 5.2% in Q1 2026, buying an estimated $137K and bringing the position to 55,474 shares worth $2.78M. The position accounts for 0.31% of the portfolio, ranked #92.

WealthShield Partners first reported a position in IAGG in Q1 2018 and has held it in 16 quarters since. 664 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

WealthShield Partners held 55,474 shares of iShares Core International Aggregate Bond Fund worth $2.78M as of Q1 2026.
WealthShield Partners bought 2,731 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $137K.
iShares Core International Aggregate Bond Fund made up 0.31% of WealthShield Partners's portfolio in Q1 2026, its #92 holding.
WealthShield Partners first reported a position in iShares Core International Aggregate Bond Fund in Q1 2018 and has held it in 16 quarters since.
664 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.