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 Q2	$295K	Hold	5,824	–	–	0.03%	227
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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cascade Financial Partners's IAGG Position: Q2 2026 in Review

Cascade Financial Partners held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 5,824 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #227.

Cascade Financial Partners first reported a position in IAGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $325K in Q3 2025. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Cascade Financial Partners held 5,824 shares of iShares Core International Aggregate Bond Fund worth $295K as of Q2 2026.
Cascade Financial Partners left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
iShares Core International Aggregate Bond Fund made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #227 holding.
Cascade Financial Partners first reported a position in iShares Core International Aggregate Bond Fund in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's iShares Core International Aggregate Bond Fund position peaked at $325K in Q3 2025.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.