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Avant Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Avant Financial Advisors’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 		$237K Hold
4,679
– – 0.15% 69
2026
Q1 		$234K Hold
4,679
– – 0.16% 62
2025
Q4 		$234K Buy
+4,679
New +$241K 0.17% 64

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Avant Financial Advisors's IAGG Position: Q2 2026 in Review

Avant Financial Advisors held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 4,679 shares worth $237K. The position accounts for 0.15% of the portfolio, ranked #69.

Avant Financial Advisors first reported a position in IAGG in Q4 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Avant Financial Advisors held 4,679 shares of iShares Core International Aggregate Bond Fund worth $237K as of Q2 2026.
  • Avant Financial Advisors left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up 0.15% of Avant Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Avant Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.