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

Cassilly 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 		$276K Sell
5,616
-2,668
-32% -$133K 0.19% 67
2026
Q2 		$419K Sell
8,284
-25,641
-76% -$1.28M 0.3% 50
2026
Q1 		$1.7M Buy
33,925
+2,144
+7% +$108K 1.47% 23
2025
Q4 		$1.59M Buy
+31,781
New +$1.63M 1.41% 23

Other funds holding IAGG

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

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

Cassilly Financial Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 32% in Q3 2026, selling an estimated $133K and leaving 5,616 shares worth $276K. The position accounts for 0.19% of the portfolio, ranked #67.

Cassilly Financial Group first reported a position in IAGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.7M in Q1 2026. 20 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Cassilly Financial Group held 5,616 shares of iShares Core International Aggregate Bond Fund worth $276K as of Q3 2026.
  • Cassilly Financial Group sold 2,668 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $133K.
  • iShares Core International Aggregate Bond Fund made up 0.19% of Cassilly Financial Group's portfolio in Q3 2026, its #67 holding.
  • Cassilly Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 4 quarters since.
  • Cassilly Financial Group's iShares Core International Aggregate Bond Fund position peaked at $1.7M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.