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

Wiser 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 Q2	$6.52M	Buy	128,884 +34,018	+36%	+$1.7M	1.25%	12
2026 Q1	$4.75M	Buy	94,866 +3,429	+4%	+$172K	1.02%	12
2025 Q4	$4.57M	Buy	91,437 +8,226	+10%	+$423K	1.02%	12
2025 Q3	$4.26M	Buy	83,211 +5,601	+7%	+$286K	0.97%	12
2025 Q2	$3.97M	Sell	77,610 -750	-1%	-$38K	0.99%	12
2025 Q1	$3.92M	Buy	78,360 +33,053	+73%	+$1.65M	1.1%	12
2024 Q4	$2.26M	Sell	45,307 -14,532	-24%	-$750K	0.63%	16
2024 Q3	$3.1M	Buy	59,839 +11,299	+23%	+$578K	0.89%	12
2024 Q2	$2.42M	Buy	48,540 +23,262	+92%	+$1.16M	0.75%	12
2024 Q1	$1.26M	Buy	25,278 +2,478	+11%	+$123K	0.41%	18
2023 Q4	$1.13M	Buy	+22,800	New	+$1.13M	0.41%	20
2023 Q1	–	Sell	-15,481	Closed	-$736K	–	36
2022 Q4	$736K	Buy	15,481 +9,297	+150%	+$454K	0.34%	26
2022 Q3	$299K	Sell	6,184 -75,522	-92%	-$3.78M	0.16%	30
2022 Q2	$4.07M	Buy	+81,706	New	+$4.14M	2.11%	13

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

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

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

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return