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Acorn Financial Advisory Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Acorn Financial Advisory Services’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 		$533K Sell
10,526
-339
-3% -$17K 0.07% 128
2026
Q1 		$544K Sell
10,865
-592
-5% -$29.8K 0.07% 120
2025
Q4 		$573K Buy
11,457
+404
+4% +$20.8K 0.08% 112
2025
Q3 		$566K Buy
11,053
+872
+9% +$44.6K 0.09% 108
2025
Q2 		$520K Buy
10,181
+905
+10% +$45.9K 0.09% 114
2025
Q1 		$464K Sell
9,276
-953
-9% -$47.6K 0.08% 111
2024
Q4 		$511K Buy
10,229
+1,290
+14% +$66.6K 0.08% 116
2024
Q3 		$463K Sell
8,939
-170
-2% -$8.69K 0.08% 117
2024
Q2 		$455K Buy
9,109
+166
+2% +$8.26K 0.08% 113
2024
Q1 		$447K Sell
8,943
-1,531
-15% -$75.8K 0.08% 117
2023
Q4 		$522K Buy
10,474
+1,163
+12% +$57.5K 0.09% 134
2023
Q3 		$454K Sell
9,311
-1,106
-11% -$54.3K 0.08% 143
2023
Q2 		$513K Hold
10,417
– – 0.09% 129
2023
Q1 		$510K Sell
10,417
-61
-0.6% -$2.96K 0.1% 119
2022
Q4 		$498K Buy
10,478
+53
+0.5% +$2.59K 0.11% 118
2022
Q3 		$504K Hold
10,425
– – 0.12% 121
2022
Q2 		$519K Sell
10,425
-2,745
-21% -$139K 0.12% 113
2022
Q1 		$687K Sell
13,170
-1,744
-12% -$92.8K 0.14% 103
2021
Q4 		$813K Buy
14,914
+500
+3% +$27.5K 0.16% 91
2021
Q3 		$793K Buy
14,414
+3,644
+34% +$203K 0.25% 91
2021
Q2 		$593K Buy
10,770
+164
+2% +$9.01K 0.17% 130
2021
Q1 		$582K Sell
10,606
-305
-3% -$16.9K 0.21% 110
2020
Q4 		$613K Buy
10,911
+626
+6% +$35K 0.24% 107
2020
Q3 		$572K Buy
10,285
+985
+11% +$54.8K 0.3% 98
2020
Q2 		$518K Buy
9,300
+53
+0.6% +$2.93K 0.36% 98
2020
Q1 		$506K Buy
9,247
+1,356
+17% +$75K 0.5% 69
2019
Q4 		$432K Buy
+7,891
New +$435K 0.36% 94

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Acorn Financial Advisory Services's IAGG Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 3.1% in Q2 2026, selling an estimated $17K and leaving 10,526 shares worth $533K. The position accounts for 0.07% of the portfolio, ranked #128.

Acorn Financial Advisory Services first reported a position in IAGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $813K in Q4 2021. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Acorn Financial Advisory Services held 10,526 shares of iShares Core International Aggregate Bond Fund worth $533K as of Q2 2026.
  • Acorn Financial Advisory Services sold 339 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $17K.
  • iShares Core International Aggregate Bond Fund made up 0.07% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #128 holding.
  • Acorn Financial Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's iShares Core International Aggregate Bond Fund position peaked at $813K in Q4 2021.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.