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Columbia River Financial Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Columbia River Financial Group’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
Q1 		$1.33M Sell
26,565
-870
-3% -$43.7K 0.77% 25
2025
Q4 		$1.37M Buy
27,435
+4,080
+17% +$210K 0.84% 26
2025
Q3 		$1.21M Buy
23,355
+617
+3% +$31.5K 0.74% 26
2025
Q2 		$1.17M Sell
22,738
-308
-1% -$15.6K 0.75% 26
2025
Q1 		$1.15M Buy
23,046
+359
+2% +$17.9K 0.77% 27
2024
Q4 		$1.13M Buy
+22,687
New +$1.17M 0.78% 27

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Columbia River Financial Group's IAGG Position: Q1 2026 in Review

Columbia River Financial Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 3.2% in Q1 2026, selling an estimated $43.7K and leaving 26,565 shares worth $1.33M. The position accounts for 0.77% of the portfolio, ranked #25.

Columbia River Financial Group first reported a position in IAGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q4 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Columbia River Financial Group held 26,565 shares of iShares Core International Aggregate Bond Fund worth $1.33M as of Q1 2026.
  • Columbia River Financial Group sold 870 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $43.7K.
  • iShares Core International Aggregate Bond Fund made up 0.77% of Columbia River Financial Group's portfolio in Q1 2026, its #25 holding.
  • Columbia River Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 6 quarters since.
  • Columbia River Financial Group's iShares Core International Aggregate Bond Fund position peaked at $1.37M in Q4 2025.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.