IAGG — ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND

Ownership history in Horizons Wealth Management  ·  15 quarters on record

AI Ownership Summary

Horizons Wealth Management reported ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND (IAGG) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.0% in 2025 Q4. The latest visible filing shows IAGG at 1.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IAGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Horizons Wealth Management's position in ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IAGG was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IAGG stock page Horizons Wealth Management fund profile Horizons Wealth Management full holdings
How Horizons Wealth Management held IAGG — position size vs. price
% of Fund (quarterly)    IAGG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 30,419 +4,279 +16.4% 1.00% $1.5M 2026-02-14 (Est.) $50.52
2025 Q3 ADDED 26,140 +3,345 +14.7% 0.91% $1.3M 2025-10-03 $49.71
2025 Q2 REDUCED 22,795 -799 -3.4% 0.83% $1.2M 2025-07-07 $49.39
2025 Q1 ADDED 23,594 +94 +0.4% 0.88% $1.2M 2025-04-10 $48.60
2024 Q4 REDUCED 23,500 -1,161 -4.7% 0.89% $1.2M 2025-01-07 $48.23
2024 Q3 ADDED 24,661 +631 +2.6% 0.98% $1.3M 2024-10-08 $47.96
2024 Q2 ADDED 24,030 +60 +0.3% 0.96% $1.2M 2024-07-22 $46.76
2024 Q1 UNCHANGED 23,970 — 0% 0.78% $1.2M 2024-04-03 $46.22
2023 Q4 ADDED 23,970 +7,277 +43.6% 0.78% $1.2M 2024-01-08 $45.98
2023 Q3 ADDED 16,693 +550 +3.4% 0.59% $814K 2023-10-12 $43.70
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IAGG

As of 2025 Q4 — sorted by position size

Matson Money. Inc. 3Y 7Y 14.75% Nationwide Fund Advisors 3Y 7Y 12.58% PRUDENT INVESTORS NETWORK, INC. 3Y 9.11% LANDMARK WEALTH MANAGEMENT, INC. 6.67% Anderson Financial Strategies, LLC 6.58% Boston Standard Wealth Management, LLC 3Y 7Y 6.5% Trinity Wealth Management, LLC 3Y 5.88% NYL Investors LLC 3Y 7Y 5.8% DORVAL Corp 5.5% PENOBSCOT WEALTH MANAGEMENT 3Y 4.49%

FAQ About Horizons Wealth Management and IAGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Horizons Wealth Management reported owning IAGG?

Horizons Wealth Management reported IAGG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IAGG position in Horizons Wealth Management's portfolio?

The largest reported portfolio weight for IAGG was 1.00% in 2025 Q4.

What is the latest reported IAGG position on this page?

The most recent filing on this page is 2025 Q4, when Horizons Wealth Management reported 30,419 shares, equal to 1.00% of portfolio, with an estimated market value of $1.5M.

What does the chart on this IAGG ownership page compare?

The chart compares Horizons Wealth Management's quarterly IAGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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