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 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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return