Beacon Bridge Wealth Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Beacon Bridge Wealth Partners’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	$5.1M	Buy	100,772 +6,945	+7%	+$348K	1.45%	23
2026 Q1	$4.7M	Buy	93,827 +1,177	+1%	+$59.2K	1.57%	21
2025 Q4	$4.63M	Buy	92,650 +6,511	+8%	+$335K	1.54%	21
2025 Q3	$4.41M	Buy	86,139 +2,749	+3%	+$140K	1.57%	21
2025 Q2	$4.26M	Buy	83,390 +38,383	+85%	+$1.94M	1.69%	18
2025 Q1	$2.25M	Buy	45,007 +1,191	+3%	+$59.5K	0.96%	33
2024 Q4	$2.19M	Buy	43,816 +2,028	+5%	+$105K	0.93%	31
2024 Q3	$2.17M	Buy	41,788 +2,088	+5%	+$107K	0.93%	31
2024 Q2	$1.98M	Buy	39,700 +2,646	+7%	+$132K	0.91%	30
2024 Q1	$1.85M	Buy	37,054 +2,689	+8%	+$133K	0.87%	34
2023 Q4	$1.71M	Buy	34,365 +211	+0.6%	+$10.4K	0.85%	30
2023 Q3	$1.67M	Sell	34,154 -19,331	-36%	-$949K	0.88%	32
2023 Q2	$2.64M	Buy	+53,485	New	+$2.62M	1.35%	20

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

Beacon Bridge Wealth Partners's IAGG Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 7.4% in Q2 2026, buying an estimated $348K and bringing the position to 100,772 shares worth $5.1M. The position accounts for 1.45% of the portfolio, ranked #23.

Beacon Bridge Wealth Partners first reported a position in IAGG in Q2 2023 and has held it in 13 quarters since. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Beacon Bridge Wealth Partners held 100,772 shares of iShares Core International Aggregate Bond Fund worth $5.1M as of Q2 2026.
Beacon Bridge Wealth Partners bought 6,945 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $348K.
iShares Core International Aggregate Bond Fund made up 1.45% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #23 holding.
Beacon Bridge Wealth Partners first reported a position in iShares Core International Aggregate Bond Fund in Q2 2023 and has held it in 13 quarters since.
564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.