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Wealthspire Advisors (New York)’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,977
Closed -$101K – 1876
2025
Q3 		$101K Buy
+1,977
New +$101K ﹤0.01% 1007

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JP Morgan Chase
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s IAGG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2025, closing a stake of 1,977 shares — an estimated $101K sold.

Wealthspire Advisors (New York) first reported a position in IAGG in Q3 2025 and held it in 1 quarter. The position peaked at $101K in Q3 2025. 631 funds tracked by Wall St. Rank hold IAGG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,977 iShares Core International Aggregate Bond Fund shares in Q4 2025, an estimated $101K.
  • Wealthspire Advisors (New York) first reported a position in iShares Core International Aggregate Bond Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Core International Aggregate Bond Fund position peaked at $101K in Q3 2025.
  • 631 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.