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Brookwood Investment Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Brookwood Investment Group’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 		$639K Sell
12,638
-13,961
-52% -$700K 0.07% 261
2026
Q1 		$1.33M Buy
26,599
+8,097
+44% +$407K 0.16% 139
2025
Q4 		$925K Buy
18,502
+1,228
+7% +$63.1K 0.11% 182
2025
Q3 		$885K Buy
17,274
+2,282
+15% +$117K 0.11% 166
2025
Q2 		$766K Buy
+14,992
New +$760K 0.12% 173

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

Brookwood Investment Group's IAGG Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 52% in Q2 2026, selling an estimated $700K and leaving 12,638 shares worth $639K. The position accounts for 0.07% of the portfolio, ranked #261.

Brookwood Investment Group first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.33M in Q1 2026. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Brookwood Investment Group held 12,638 shares of iShares Core International Aggregate Bond Fund worth $639K as of Q2 2026.
  • Brookwood Investment Group sold 13,961 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $700K.
  • iShares Core International Aggregate Bond Fund made up 0.07% of Brookwood Investment Group's portfolio in Q2 2026, its #261 holding.
  • Brookwood Investment Group first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's iShares Core International Aggregate Bond Fund position peaked at $1.33M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.