BFWM
IAGG icon

Bright Futures Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Bright Futures Wealth Management’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 		$200K Sell
3,955
-82
-2% -$4.11K 0.13% 199
2026
Q1 		$202K Sell
4,037
-708
-15% -$35.6K 0.14% 180
2025
Q4 		$237K Sell
4,745
-87
-2% -$4.47K 0.18% 132
2025
Q3 		$248K Buy
+4,832
New +$247K 0.19% 121

Other funds holding IAGG

BlackRock
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Bright Futures Wealth Management's IAGG Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 2% in Q2 2026, selling an estimated $4.11K and leaving 3,955 shares worth $200K. The position accounts for 0.13% of the portfolio, ranked #199.

Bright Futures Wealth Management first reported a position in IAGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $248K in Q3 2025. 377 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Bright Futures Wealth Management held 3,955 shares of iShares Core International Aggregate Bond Fund worth $200K as of Q2 2026.
  • Bright Futures Wealth Management sold 82 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $4.11K.
  • iShares Core International Aggregate Bond Fund made up 0.13% of Bright Futures Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Bright Futures Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2025 and has held it in 4 quarters since.
  • Bright Futures Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $248K in Q3 2025.
  • 377 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.