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Cascade Financial Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Cascade Financial Partners’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
Q1 		$291K Sell
5,824
-515
-8% -$25.9K 0.03% 214
2025
Q4 		$317K Hold
6,339
– – 0.03% 200
2025
Q3 		$325K Hold
6,339
– – 0.04% 195
2025
Q2 		$324K Hold
6,339
– – 0.04% 196
2025
Q1 		$317K Buy
6,339
+790
+14% +$39.5K 0.04% 191
2024
Q4 		$277K Hold
5,549
– – 0.04% 196
2024
Q3 		$287K Hold
5,549
– – 0.04% 191
2024
Q2 		$277K Hold
5,549
– – 0.04% 185
2024
Q1 		$276K Buy
+5,549
New +$275K 0.04% 184

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cascade Financial Partners's IAGG Position: Q1 2026 in Review

Cascade Financial Partners reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 8.1% in Q1 2026, selling an estimated $25.9K and leaving 5,824 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #214.

Cascade Financial Partners first reported a position in IAGG in Q1 2024 and has held it in 9 quarters since. The position peaked at $325K in Q3 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Cascade Financial Partners held 5,824 shares of iShares Core International Aggregate Bond Fund worth $291K as of Q1 2026.
  • Cascade Financial Partners sold 515 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $25.9K.
  • iShares Core International Aggregate Bond Fund made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #214 holding.
  • Cascade Financial Partners first reported a position in iShares Core International Aggregate Bond Fund in Q1 2024 and has held it in 9 quarters since.
  • Cascade Financial Partners's iShares Core International Aggregate Bond Fund position peaked at $325K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.