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Capstone Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Capstone Financial Advisors’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 		$6.39M Buy
126,254
+1,460
+1% +$73.2K 0.31% 28
2026
Q1 		$6.24M Sell
124,794
-1,110
-0.9% -$55.8K 0.34% 28
2025
Q4 		$6.3M Buy
125,904
+1,763
+1% +$90.6K 0.34% 29
2025
Q3 		$6.36M Buy
124,141
+3,300
+3% +$169K 0.34% 29
2025
Q2 		$6.17M Sell
120,841
-9,881
-8% -$501K 0.36% 29
2025
Q1 		$6.53M Sell
130,722
-9,140
-7% -$457K 0.41% 22
2024
Q4 		$6.98M Buy
139,862
+1,155
+0.8% +$59.6K 0.43% 24
2024
Q3 		$7.19M Sell
138,707
-3,711
-3% -$190K 0.44% 23
2024
Q2 		$7.11M Sell
142,418
-4,918
-3% -$245K 0.47% 23
2024
Q1 		$7.36M Sell
147,336
-4,710
-3% -$233K 0.49% 22
2023
Q4 		$7.57M Sell
152,046
-45,651
-23% -$2.26M 0.54% 21
2023
Q3 		$9.64M Sell
197,697
-47,995
-20% -$2.36M 0.76% 18
2023
Q2 		$12.1M Sell
245,692
-53,233
-18% -$2.61M 0.91% 18
2023
Q1 		$14.6M Sell
298,925
-18,380
-6% -$891K 1.16% 18
2022
Q4 		$15.1M Buy
317,305
+103,360
+48% +$5.05M 1.28% 18
2022
Q3 		$10.3M Sell
213,945
-23,268
-10% -$1.17M 0.95% 18
2022
Q2 		$11.8M Sell
237,213
-55,482
-19% -$2.81M 1.01% 21
2022
Q1 		$15.3M Buy
292,695
+212,040
+263% +$11.3M 1.11% 20
2021
Q4 		$4.4M Buy
+80,655
New +$4.44M 0.32% 28

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

Capstone Financial Advisors's IAGG Position: Q2 2026 in Review

Capstone Financial Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.2% in Q2 2026, buying an estimated $73.2K and bringing the position to 126,254 shares worth $6.39M. The position accounts for 0.31% of the portfolio, ranked #28.

Capstone Financial Advisors first reported a position in IAGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.3M in Q1 2022. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Capstone Financial Advisors held 126,254 shares of iShares Core International Aggregate Bond Fund worth $6.39M as of Q2 2026.
  • Capstone Financial Advisors bought 1,460 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $73.2K.
  • iShares Core International Aggregate Bond Fund made up 0.31% of Capstone Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Capstone Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 19 quarters since.
  • Capstone Financial Advisors's iShares Core International Aggregate Bond Fund position peaked at $15.3M in Q1 2022.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.