Worth Asset Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Worth Asset 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	$2.15M	Buy	+43,660	New	+$2.17M	0.63%	35

Other funds holding IAGG

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return

Horizons Wealth Management Asheville, North Carolina $160M AUM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Worth Asset Management's IAGG Position: Q3 2026 in Review

Worth Asset Management opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q3 2026: 43,660 shares worth $2.15M. The stake represents 0.63% of the portfolio and ranks #35 among its holdings.

20 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Worth Asset Management held 43,660 shares of iShares Core International Aggregate Bond Fund worth $2.15M as of Q3 2026.
iShares Core International Aggregate Bond Fund was a new Worth Asset Management position in Q3 2026.
iShares Core International Aggregate Bond Fund made up 0.63% of Worth Asset Management's portfolio in Q3 2026, its #35 holding.
20 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.