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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
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

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Carter Financial Group's IAGG Position: Q2 2026 in Review

Carter Financial Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.6% in Q2 2026, buying an estimated $5.86K and bringing the position to 7,376 shares worth $373K. The position accounts for 0.19% of the portfolio, ranked #86.

Carter Financial Group first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $380K in Q3 2025. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Carter Financial Group held 7,376 shares of iShares Core International Aggregate Bond Fund worth $373K as of Q2 2026.
  • Carter Financial Group bought 117 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $5.86K.
  • iShares Core International Aggregate Bond Fund made up 0.19% of Carter Financial Group's portfolio in Q2 2026, its #86 holding.
  • Carter Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's iShares Core International Aggregate Bond Fund position peaked at $380K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.