Clune & Associates’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Clune & Associates’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	$3.73M	Buy	75,785 +28,596	+61%	+$1.42M	0.57%	41
2026 Q2	$2.39M	Buy	47,189 +7,545	+19%	+$378K	0.36%	51
2026 Q1	$1.98M	Buy	39,644 +1,818	+5%	+$91.4K	0.37%	60
2025 Q4	$1.89M	Buy	37,826 +14,001	+59%	+$720K	0.41%	60
2025 Q3	$1.22M	Buy	23,825 +3,752	+19%	+$192K	0.31%	72
2025 Q2	$1.03M	Buy	20,073 +39	+0.2%	+$1.98K	0.28%	80
2025 Q1	$1M	Buy	20,034 +3,565	+22%	+$178K	0.31%	78
2024 Q4	$822K	Buy	+16,469	New	+$850K	0.27%	79

Other funds holding IAGG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

Clune & Associates's IAGG Position: Q3 2026 in Review

Clune & Associates increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 61% in Q3 2026, buying an estimated $1.42M and bringing the position to 75,785 shares worth $3.73M. The position accounts for 0.57% of the portfolio, ranked #41.

Clune & Associates first reported a position in IAGG in Q4 2024 and has held it in 8 quarters since. 111 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Clune & Associates held 75,785 shares of iShares Core International Aggregate Bond Fund worth $3.73M as of Q3 2026.
Clune & Associates bought 28,596 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $1.42M.
iShares Core International Aggregate Bond Fund made up 0.57% of Clune & Associates's portfolio in Q3 2026, its #41 holding.
Clune & Associates first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 8 quarters since.
111 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.