Beacon Pointe Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Beacon Pointe 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	$268K	Buy	5,301 +776	+17%	+$38.9K	﹤0.01%	1658
2026 Q1	$226K	Buy	+4,525	New	+$227K	﹤0.01%	1671
2020 Q3	–	Sell	-4,142	Closed	-$231K	–	411
2020 Q2	$231K	Sell	4,142 -2,948	-42%	-$163K	0.02%	342
2020 Q1	$388K	Buy	+7,090	New	+$392K	0.06%	200

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 Pointe Advisors's IAGG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 17% in Q2 2026, buying an estimated $38.9K and bringing the position to 5,301 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Beacon Pointe Advisors first reported a position in IAGG in Q1 2020 and has held it in 4 quarters since. The position peaked at $388K in Q1 2020. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Beacon Pointe Advisors held 5,301 shares of iShares Core International Aggregate Bond Fund worth $268K as of Q2 2026.
Beacon Pointe Advisors bought 776 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $38.9K.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1658 holding.
Beacon Pointe Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q1 2020 and has held it in 4 quarters since.
Beacon Pointe Advisors's iShares Core International Aggregate Bond Fund position peaked at $388K in Q1 2020.
564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.