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Brio Consultants’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Brio Consultants’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 		$18.1M Buy
357,992
+7,097
+2% +$356K 2.12% 10
2026
Q1 		$17.5M Buy
350,895
+14,120
+4% +$710K 2.14% 11
2025
Q4 		$16.8M Buy
336,775
+24,518
+8% +$1.26M 2.19% 10
2025
Q3 		$16M Buy
312,257
+7,136
+2% +$365K 2.2% 10
2025
Q2 		$15.6M Buy
305,121
+9,618
+3% +$487K 2.28% 10
2025
Q1 		$14.8M Buy
295,503
+6,426
+2% +$321K 2.32% 11
2024
Q4 		$14.4M Buy
289,077
+15,295
+6% +$789K 2.26% 12
2024
Q3 		$14.2M Buy
273,782
+5,232
+2% +$267K 2.26% 12
2024
Q2 		$13.4M Buy
268,550
+2,115
+0.8% +$105K 2.21% 13
2024
Q1 		$13.3M Buy
266,435
+27,279
+11% +$1.35M 2.24% 13
2023
Q4 		$11.9M Buy
239,156
+8,595
+4% +$425K 2.11% 13
2023
Q3 		$11.2M Sell
230,561
-8,415
-4% -$413K 2.11% 14
2023
Q2 		$11.8M Buy
238,976
+9,486
+4% +$465K 2.13% 16
2023
Q1 		$11.2M Buy
229,490
+7,742
+3% +$375K 2.08% 16
2022
Q4 		$10.5M Buy
221,748
+9,474
+4% +$463K 2.1% 16
2022
Q3 		$10.2M Buy
212,274
+8,168
+4% +$409K 2.15% 18
2022
Q2 		$10.3M Buy
204,106
+199,316
+4,161% +$10.1M 2.34% 15
2022
Q1 		$250K Buy
4,790
+122
+3% +$6.49K 0.05% 70
2021
Q4 		$255K Sell
4,668
-336
-7% -$18.5K 0.06% 63
2021
Q3 		$275K Hold
5,004
– – 0.07% 69
2021
Q2 		$276K Buy
5,004
+139
+3% +$7.63K 0.07% 67
2021
Q1 		$267K Sell
4,865
-73
-1% -$4.04K 0.08% 64
2020
Q4 		$278K Sell
4,938
-1,720
-26% -$96.1K 0.09% 61
2020
Q3 		$371K Sell
6,658
-46
-0.7% -$2.56K 0.11% 51
2020
Q2 		$373K Buy
+6,704
New +$370K 0.12% 49

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brio Consultants's IAGG Position: Q2 2026 in Review

Brio Consultants increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 2% in Q2 2026, buying an estimated $356K and bringing the position to 357,992 shares worth $18.1M. The position accounts for 2.12% of the portfolio, ranked #10.

Brio Consultants first reported a position in IAGG in Q2 2020 and has held it in 25 quarters since. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Brio Consultants held 357,992 shares of iShares Core International Aggregate Bond Fund worth $18.1M as of Q2 2026.
  • Brio Consultants bought 7,097 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $356K.
  • iShares Core International Aggregate Bond Fund made up 2.12% of Brio Consultants's portfolio in Q2 2026, its #10 holding.
  • Brio Consultants first reported a position in iShares Core International Aggregate Bond Fund in Q2 2020 and has held it in 25 quarters since.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.