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COMPASS FINANCIAL MANAGEMENT LLC’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$6.78K Buy
+134
New +$6.71K ﹤0.01% 1130

Other funds holding IAGG

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IAGG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026: 134 shares worth $6.78K. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings.

466 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 134 shares of iShares Core International Aggregate Bond Fund worth $6.78K as of Q2 2026.
  • iShares Core International Aggregate Bond Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1130 holding.
  • 466 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.