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American Financial & Tax Strategies’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

American Financial & Tax Strategies’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 		$879K Hold
17,368
– – 0.4% 58
2026
Q1 		$869K Sell
17,368
-188
-1% -$9.45K 0.42% 56
2025
Q4 		$878K Buy
17,556
+251
+1% +$12.9K 0.44% 55
2025
Q3 		$887K Sell
17,305
-1,171
-6% -$59.8K 0.44% 55
2025
Q2 		$944K Sell
18,476
-1,811
-9% -$91.8K 0.49% 54
2025
Q1 		$1.01M Sell
20,287
-12
-0.1% -$600 0.55% 49
2024
Q4 		$1.01M Sell
20,299
-925
-4% -$47.7K 0.53% 49
2024
Q3 		$1.1M Sell
21,224
-212
-1% -$10.8K 0.56% 51
2024
Q2 		$1.07M Sell
21,436
-55
-0.3% -$2.73K 0.56% 49
2024
Q1 		$1.07M Buy
21,491
+1,406
+7% +$69.6K 0.58% 48
2023
Q4 		$1M Buy
+20,085
New +$992K 0.57% 49

Other funds holding IAGG

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

American Financial & Tax Strategies's IAGG Position: Q2 2026 in Review

American Financial & Tax Strategies held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 17,368 shares worth $879K. The position accounts for 0.4% of the portfolio, ranked #58.

American Financial & Tax Strategies first reported a position in IAGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q3 2024. 453 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • American Financial & Tax Strategies held 17,368 shares of iShares Core International Aggregate Bond Fund worth $879K as of Q2 2026.
  • American Financial & Tax Strategies left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up 0.4% of American Financial & Tax Strategies's portfolio in Q2 2026, its #58 holding.
  • American Financial & Tax Strategies first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • American Financial & Tax Strategies's iShares Core International Aggregate Bond Fund position peaked at $1.1M in Q3 2024.
  • 453 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.