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World Equity Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

World Equity Group’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 		– Sell
-7,410
Closed -$371K – 412
2026
Q1 		$371K Buy
7,410
+1,151
+18% +$57.8K 0.1% 247
2025
Q4 		$313K Sell
6,259
-149
-2% -$7.66K 0.09% 249
2025
Q3 		$328K Buy
6,408
+2,172
+51% +$111K 0.07% 256
2025
Q2 		$216K Buy
+4,236
New +$215K 0.06% 299

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

World Equity Group's IAGG Position: Q2 2026 in Review

World Equity Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 7,410 shares — an estimated $371K sold.

World Equity Group first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $371K in Q1 2026. 132 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • World Equity Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • World Equity Group sold 7,410 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $371K.
  • World Equity Group first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
  • World Equity Group's iShares Core International Aggregate Bond Fund position peaked at $371K in Q1 2026.
  • 132 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.