CFS Investment Advisory Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

CFS Investment Advisory 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	–	Sell	-31,200	Closed	-$1.57M	–	362
2026 Q1	$1.57M	Sell	31,200 -4,381	-12%	-$220K	0.11%	148
2025 Q4	$1.78M	Buy	35,581 +511	+1%	+$26.3K	0.13%	129
2025 Q3	$1.81M	Buy	35,070 +422	+1%	+$21.6K	0.13%	129
2025 Q2	$1.77M	Buy	+34,648	New	+$1.76M	0.14%	123

Other funds holding IAGG

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

CFS Investment Advisory Services's IAGG Position: Q2 2026 in Review

CFS Investment Advisory Services sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 31,200 shares — an estimated $1.57M sold.

CFS Investment Advisory Services first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $1.81M in Q3 2025. 175 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

CFS Investment Advisory Services reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
CFS Investment Advisory Services sold 31,200 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.57M.
CFS Investment Advisory Services first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
CFS Investment Advisory Services's iShares Core International Aggregate Bond Fund position peaked at $1.81M in Q3 2025.
175 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.