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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
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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cassilly Financial Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 76% in Q2 2026, selling an estimated $1.28M and leaving 8,284 shares worth $419K. The position accounts for 0.3% of the portfolio, ranked #50.

Cassilly Financial Group first reported a position in IAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q1 2026. 560 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Cassilly Financial Group held 8,284 shares of iShares Core International Aggregate Bond Fund worth $419K as of Q2 2026.
  • Cassilly Financial Group sold 25,641 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.28M.
  • iShares Core International Aggregate Bond Fund made up 0.3% of Cassilly Financial Group's portfolio in Q2 2026, its #50 holding.
  • Cassilly Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • Cassilly Financial Group's iShares Core International Aggregate Bond Fund position peaked at $1.7M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.