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Wedmont Private Capital’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Wedmont Private Capital’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 		$2.44M Buy
49,593
+6,099
+14% +$303K 0.06% 183
2026
Q2 		$2.17M Buy
43,494
+7,329
+20% +$367K 0.06% 175
2026
Q1 		$1.81M Buy
36,165
+174
+0.5% +$8.74K 0.06% 180
2025
Q4 		$1.81M Buy
35,991
+855
+2% +$44K 0.06% 173
2025
Q3 		$1.8M Buy
35,136
+40
+0.1% +$2.04K 0.07% 178
2025
Q2 		$1.79M Buy
35,096
+3,928
+13% +$199K 0.08% 161
2025
Q1 		$1.57M Buy
31,168
+168
+0.5% +$8.4K 0.08% 150
2024
Q4 		$1.54M Buy
31,000
+1,543
+5% +$79.6K 0.08% 148
2024
Q3 		$1.52M Sell
29,457
-578
-2% -$29.5K 0.09% 140
2024
Q2 		$1.51M Sell
30,035
-589
-2% -$29.3K 0.1% 133
2024
Q1 		$1.53M Buy
30,624
+607
+2% +$30.1K 0.11% 117
2023
Q4 		$1.49M Buy
30,017
+11,363
+61% +$561K 0.12% 107
2023
Q3 		$909K Buy
18,654
+6,826
+58% +$335K 0.09% 139
2023
Q2 		$581K Sell
11,828
-85
-0.7% -$4.17K 0.06% 219
2023
Q1 		$584K Sell
11,913
-7,929
-40% -$384K 0.08% 193
2022
Q4 		$960K Sell
19,842
-286
-1% -$14K 0.14% 113
2022
Q3 		$973K Buy
20,128
+3,317
+20% +$166K 0.2% 83
2022
Q2 		$837K Sell
16,811
-3,929
-19% -$199K 0.18% 86
2022
Q1 		$1.08M Buy
20,740
+16,082
+345% +$856K 0.24% 70
2021
Q4 		$253K Buy
+4,658
New +$257K 0.08% 199

Other funds holding IAGG

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Wedmont Private Capital's IAGG Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 14% in Q3 2026, buying an estimated $303K and bringing the position to 49,593 shares worth $2.44M. The position accounts for 0.06% of the portfolio, ranked #183.

Wedmont Private Capital first reported a position in IAGG in Q4 2021 and has held it in 20 quarters since. 28 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Wedmont Private Capital held 49,593 shares of iShares Core International Aggregate Bond Fund worth $2.44M as of Q3 2026.
  • Wedmont Private Capital bought 6,099 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $303K.
  • iShares Core International Aggregate Bond Fund made up 0.06% of Wedmont Private Capital's portfolio in Q3 2026, its #183 holding.
  • Wedmont Private Capital first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 20 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.