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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
Q1 		$2.15M Buy
42,930
+37,762
+731% +$1.9M 0.08% 268
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Western Wealth Management's IAGG Position: Q1 2026 in Review

Western Wealth Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 731% in Q1 2026, buying an estimated $1.9M and bringing the position to 42,930 shares worth $2.15M. The position accounts for 0.08% of the portfolio, ranked #268.

Western Wealth Management first reported a position in IAGG in Q4 2018 and has held it in 13 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Western Wealth Management held 42,930 shares of iShares Core International Aggregate Bond Fund worth $2.15M as of Q1 2026.
  • Western Wealth Management bought 37,762 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $1.9M.
  • iShares Core International Aggregate Bond Fund made up 0.08% of Western Wealth Management's portfolio in Q1 2026, its #268 holding.
  • Western Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2018 and has held it in 13 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.