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

BlueStem 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	–	Sell	-103,537	Closed	-$5.18M	–	133
2026 Q1	$5.18M	Sell	103,537 -226,002	-69%	-$11.4M	0.58%	34
2025 Q4	$16.5M	Buy	329,539 +234,530	+247%	+$12.1M	1.82%	15
2025 Q3	$4.87M	Buy	95,009 +1,286	+1%	+$65.7K	0.56%	30
2025 Q2	$4.79M	Buy	+93,723	New	+$4.75M	0.59%	25

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

BlueStem Wealth Partners's IAGG Position: Q2 2026 in Review

BlueStem Wealth Partners sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 103,537 shares — an estimated $5.18M sold.

BlueStem Wealth Partners first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $16.5M in Q4 2025. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

BlueStem Wealth Partners reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
BlueStem Wealth Partners sold 103,537 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $5.18M.
BlueStem Wealth Partners first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
BlueStem Wealth Partners's iShares Core International Aggregate Bond Fund position peaked at $16.5M in Q4 2025.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.