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 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

MMI

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Clune & Associates's IAGG Position: Q2 2026 in Review

Clune & Associates increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 19% in Q2 2026, buying an estimated $378K and bringing the position to 47,189 shares worth $2.39M. The position accounts for 0.36% of the portfolio, ranked #51.

Clune & Associates first reported a position in IAGG in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Clune & Associates held 47,189 shares of iShares Core International Aggregate Bond Fund worth $2.39M as of Q2 2026.
Clune & Associates bought 7,545 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $378K.
iShares Core International Aggregate Bond Fund made up 0.36% of Clune & Associates's portfolio in Q2 2026, its #51 holding.
Clune & Associates first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.