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 Q3	$992K	Sell	20,164 -1,176	-6%	-$58.5K	0.19%	139
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Beacon Financial Advisory's IAGG Position: Q3 2026 in Review

Beacon Financial Advisory reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 5.5% in Q3 2026, selling an estimated $58.5K and leaving 20,164 shares worth $992K. The position accounts for 0.19% of the portfolio, ranked #139.

Beacon Financial Advisory first reported a position in IAGG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.26M in Q1 2026. 385 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Beacon Financial Advisory held 20,164 shares of iShares Core International Aggregate Bond Fund worth $992K as of Q3 2026.
Beacon Financial Advisory sold 1,176 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $58.5K.
iShares Core International Aggregate Bond Fund made up 0.19% of Beacon Financial Advisory's portfolio in Q3 2026, its #139 holding.
Beacon Financial Advisory first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 6 quarters since.
Beacon Financial Advisory's iShares Core International Aggregate Bond Fund position peaked at $1.26M in Q1 2026.
385 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.