Anderson Financial Strategies’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Anderson Financial 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	$12.4M	Buy	248,599 +6,606	+3%	+$331K	6.44%	4
2026 Q1	$12.1M	Buy	241,993 +15,479	+7%	+$778K	6.63%	4
2025 Q4	$11.3M	Sell	226,514 -4,842	-2%	-$249K	6.58%	4
2025 Q3	$11.9M	Buy	231,356 +24,277	+12%	+$1.24M	7.02%	4
2025 Q2	$10.6M	Sell	207,079 -11,826	-5%	-$599K	6.77%	4
2025 Q1	$10.9M	Buy	218,905 +6,488	+3%	+$324K	6.69%	4
2024 Q4	$10.6M	Buy	+212,417	New	+$11M	6.39%	5

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Anderson Financial Strategies's IAGG Position: Q2 2026 in Review

Anderson Financial Strategies increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 2.7% in Q2 2026, buying an estimated $331K and bringing the position to 248,599 shares worth $12.4M. The position accounts for 6.44% of the portfolio, ranked #4.

Anderson Financial Strategies first reported a position in IAGG in Q4 2024 and has held it in 7 quarters since. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Anderson Financial Strategies held 248,599 shares of iShares Core International Aggregate Bond Fund worth $12.4M as of Q2 2026.
Anderson Financial Strategies bought 6,606 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $331K.
iShares Core International Aggregate Bond Fund made up 6.44% of Anderson Financial Strategies's portfolio in Q2 2026, its #4 holding.
Anderson Financial Strategies first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.