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Allegheny Financial Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Allegheny Financial 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 		$3.2M Sell
63,276
-1,951
-3% -$97.8K 0.34% 50
2026
Q1 		$3.26M Buy
65,227
+1,016
+2% +$51.1K 0.44% 38
2025
Q4 		$3.21M Buy
64,211
+1,798
+3% +$92.4K 0.48% 38
2025
Q3 		$3.2M Sell
62,413
-1,004
-2% -$51.3K 0.6% 30
2025
Q2 		$3.24M Sell
63,417
-3,484
-5% -$177K 0.72% 23
2025
Q1 		$3.34M Sell
66,901
-341
-0.5% -$17K 0.86% 19
2024
Q4 		$3.36M Buy
67,242
+326
+0.5% +$16.8K 0.86% 20
2024
Q3 		$3.47M Sell
66,916
-1,054
-2% -$53.9K 0.86% 17
2024
Q2 		$3.39M Buy
67,970
+626
+0.9% +$31.1K 0.97% 15
2024
Q1 		$3.36M Buy
67,344
+1,429
+2% +$70.8K 1.04% 16
2023
Q4 		$3.28M Buy
65,915
+4,082
+7% +$202K 1.05% 15
2023
Q3 		$3.02M Buy
61,833
+12,760
+26% +$626K 1.13% 16
2023
Q2 		$2.42M Sell
49,073
-13,534
-22% -$664K 1.14% 16
2023
Q1 		$3.06M Sell
62,607
-669
-1% -$32.4K 1.24% 16
2022
Q4 		$3.01M Sell
63,276
-1,260
-2% -$61.5K 1.26% 17
2022
Q3 		$3.12M Sell
64,536
-4,693
-7% -$235K 1.47% 16
2022
Q2 		$3.45M Sell
69,229
-6,920
-9% -$350K 1.61% 16
2022
Q1 		$3.97M Sell
76,149
-4,191
-5% -$223K 1.68% 14
2021
Q4 		$4.38M Sell
80,340
-831
-1% -$45.8K 1.75% 13
2021
Q3 		$4.47M Sell
81,171
-464
-0.6% -$25.8K 2.05% 10
2021
Q2 		$4.5M Buy
81,635
+5,317
+7% +$292K 2.04% 10
2021
Q1 		$4.19M Buy
76,318
+6,244
+9% +$346K 3.06% 8
2020
Q4 		$3.94M Buy
+70,074
New +$3.92M 2.12% 9

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

Allegheny Financial Group's IAGG Position: Q2 2026 in Review

Allegheny Financial Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 3% in Q2 2026, selling an estimated $97.8K and leaving 63,276 shares worth $3.2M. The position accounts for 0.34% of the portfolio, ranked #50.

Allegheny Financial Group first reported a position in IAGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.5M in Q2 2021. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Allegheny Financial Group held 63,276 shares of iShares Core International Aggregate Bond Fund worth $3.2M as of Q2 2026.
  • Allegheny Financial Group sold 1,951 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $97.8K.
  • iShares Core International Aggregate Bond Fund made up 0.34% of Allegheny Financial Group's portfolio in Q2 2026, its #50 holding.
  • Allegheny Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and has held it in 23 quarters since.
  • Allegheny Financial Group's iShares Core International Aggregate Bond Fund position peaked at $4.5M in Q2 2021.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.