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CFG Wealth Management Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

CFG Wealth Management Services’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 		$392K Hold
7,916
– – 0.37% 31
2026
Q1 		$392K Hold
7,916
– – 0.36% 31
2025
Q4 		$396K Buy
+7,916
New +$407K 0.36% 30

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

CFG Wealth Management Services's IAGG Position: Q2 2026 in Review

CFG Wealth Management Services held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 7,916 shares worth $392K. The position accounts for 0.37% of the portfolio, ranked #31.

CFG Wealth Management Services first reported a position in IAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $396K in Q4 2025. 560 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • CFG Wealth Management Services held 7,916 shares of iShares Core International Aggregate Bond Fund worth $392K as of Q2 2026.
  • CFG Wealth Management Services left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up 0.37% of CFG Wealth Management Services's portfolio in Q2 2026, its #31 holding.
  • CFG Wealth Management Services first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • CFG Wealth Management Services's iShares Core International Aggregate Bond Fund position peaked at $396K in Q4 2025.
  • 560 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.