Beacon Financial Advisory’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Beacon Financial Advisory’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	$1.08M	Sell	21,340 -3,911	-15%	-$196K	0.21%	130
2026 Q1	$1.26M	Buy	25,251 +3,512	+16%	+$177K	0.29%	85
2025 Q4	$1.09M	Buy	21,739 +2,965	+16%	+$152K	0.25%	98
2025 Q3	$962K	Buy	18,774 +6,589	+54%	+$337K	0.22%	122
2025 Q2	$623K	Buy	+12,185	New	+$617K	0.16%	164

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 Financial Advisory's IAGG Position: Q2 2026 in Review

Beacon Financial Advisory reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 15% in Q2 2026, selling an estimated $196K and leaving 21,340 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #130.

Beacon Financial Advisory first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Beacon Financial Advisory held 21,340 shares of iShares Core International Aggregate Bond Fund worth $1.08M as of Q2 2026.
Beacon Financial Advisory sold 3,911 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $196K.
iShares Core International Aggregate Bond Fund made up 0.21% of Beacon Financial Advisory's portfolio in Q2 2026, its #130 holding.
Beacon Financial Advisory first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
Beacon Financial Advisory's iShares Core International Aggregate Bond Fund position peaked at $1.26M in Q1 2026.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.