Benjamin Edwards Inc’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Benjamin Edwards Inc’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	$434K	Buy	8,583 +3,809	+80%	+$191K	﹤0.01%	1106
2026 Q1	$239K	Buy	4,774 +187	+4%	+$9.4K	﹤0.01%	1254
2025 Q4	$229K	Buy	4,587 +22	+0.5%	+$1.13K	﹤0.01%	1214
2025 Q3	$234K	Sell	4,565 -1,751	-28%	-$89.5K	﹤0.01%	1196
2025 Q2	$323K	Buy	+6,316	New	+$320K	﹤0.01%	973

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

Benjamin Edwards Inc's IAGG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 80% in Q2 2026, buying an estimated $191K and bringing the position to 8,583 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Benjamin Edwards Inc first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Benjamin Edwards Inc held 8,583 shares of iShares Core International Aggregate Bond Fund worth $434K as of Q2 2026.
Benjamin Edwards Inc bought 3,809 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $191K.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1106 holding.
Benjamin Edwards Inc first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.