Western Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Western Wealth Management’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	$266K	Sell	5,401 -39,857	-88%	-$1.98M	0.01%	824
2026 Q2	$2.29M	Buy	45,258 +2,328	+5%	+$117K	0.07%	277
2026 Q1	$2.15M	Buy	42,930 +37,762	+731%	+$1.9M	0.08%	269
2025 Q4	$258K	Buy	5,168 +1,234	+31%	+$63.4K	0.01%	707
2025 Q3	$202K	Buy	+3,934	New	+$201K	0.01%	741
2022 Q4	–	Sell	-5,422	Closed	-$262K	–	688
2022 Q3	$262K	Buy	5,422 +36	+0.7%	+$1.8K	0.02%	667
2022 Q2	$269K	Sell	5,386 -247	-4%	-$12.5K	0.02%	646
2022 Q1	$294K	Buy	+5,633	New	+$300K	0.01%	682
2020 Q3	–	Sell	-4,267	Closed	-$238K	–	460
2020 Q2	$238K	Sell	4,267 -2,950	-41%	-$163K	0.04%	360
2020 Q1	$396K	Sell	7,217 -298	-4%	-$16.5K	0.09%	219
2019 Q4	$412K	Sell	7,515 -2,083	-22%	-$115K	0.06%	261
2019 Q3	$537K	Sell	9,598 -278	-3%	-$15.4K	0.11%	204
2019 Q2	$539K	Buy	9,876 +306	+3%	+$16.4K	0.07%	209
2019 Q1	$511K	Buy	9,570 +1,478	+18%	+$77.8K	0.11%	206
2018 Q4	$422K	Buy	+8,092	New	+$422K	0.11%	202

Other funds holding IAGG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Western Wealth Management's IAGG Position: Q3 2026 in Review

Western Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 88% in Q3 2026, selling an estimated $1.98M and leaving 5,401 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #824.

Western Wealth Management first reported a position in IAGG in Q4 2018 and has held it in 15 quarters since. The position peaked at $2.29M in Q2 2026. 502 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Western Wealth Management held 5,401 shares of iShares Core International Aggregate Bond Fund worth $266K as of Q3 2026.
Western Wealth Management sold 39,857 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $1.98M.
iShares Core International Aggregate Bond Fund made up 0.01% of Western Wealth Management's portfolio in Q3 2026, its #824 holding.
Western Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and has held it in 15 quarters since.
Western Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $2.29M in Q2 2026.
502 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.