Carter Financial Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Carter Financial 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 Q3	$444K	Buy	9,029 +1,653	+22%	+$82.2K	0.23%	74
2026 Q2	$373K	Buy	7,376 +117	+2%	+$5.86K	0.19%	86
2026 Q1	$363K	Sell	7,259 -201	-3%	-$10.1K	0.22%	74
2025 Q4	$373K	Buy	7,460 +45	+0.6%	+$2.31K	0.22%	76
2025 Q3	$380K	Sell	7,415 -4	-0.1%	-$204	0.23%	70
2025 Q2	$379K	Buy	+7,419	New	+$376K	0.25%	68

Other funds holding IAGG

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Carter Financial Group's IAGG Position: Q3 2026 in Review

Carter Financial Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 22% in Q3 2026, buying an estimated $82.2K and bringing the position to 9,029 shares worth $444K. The position accounts for 0.23% of the portfolio, ranked #74.

Carter Financial Group first reported a position in IAGG in Q2 2025 and has held it in 6 quarters since. 502 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Carter Financial Group held 9,029 shares of iShares Core International Aggregate Bond Fund worth $444K as of Q3 2026.
Carter Financial Group bought 1,653 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $82.2K.
iShares Core International Aggregate Bond Fund made up 0.23% of Carter Financial Group's portfolio in Q3 2026, its #74 holding.
Carter Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 6 quarters since.
502 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.