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

Compton 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 		$846K Sell
16,907
-4,964
-23% -$249K 0.19% 30
2025
Q4 		$1.09M Sell
21,871
-4,937
-18% -$254K 0.25% 17
2025
Q3 		$1.37M Sell
26,808
-444
-2% -$22.7K 0.33% 19
2025
Q2 		$1.39M Sell
27,252
-14,174
-34% -$718K 0.36% 18
2025
Q1 		$2.07M Sell
41,426
-317,197
-88% -$15.9M 0.6% 18
2024
Q4 		$17.9M Buy
358,623
+24,975
+7% +$1.29M 5.32% 7
2024
Q3 		$17.3M Buy
333,648
+3,977
+1% +$203K 5.22% 7
2024
Q2 		$16.5M Buy
329,671
+17,936
+6% +$892K 5.34% 6
2024
Q1 		$15.6M Sell
311,735
-55
-0% -$2.72K 5.24% 7
2023
Q4 		$15.5M Sell
311,790
-4,406
-1% -$218K 5.49% 7
2023
Q3 		$15.4M Buy
316,196
+25,146
+9% +$1.23M 5.86% 6
2023
Q2 		$14.3M Buy
291,050
+5,001
+2% +$245K 5.41% 6
2023
Q1 		$14M Buy
286,049
+1,753
+0.6% +$85K 5.53% 6
2022
Q4 		$13.5M Buy
284,296
+14,437
+5% +$705K 5.67% 6
2022
Q3 		$13M Buy
269,859
+7,542
+3% +$378K 6% 6
2022
Q2 		$13.1M Buy
262,317
+734
+0.3% +$37.2K 5.9% 6
2022
Q1 		$13.6M Buy
261,583
+13,866
+6% +$738K 5.63% 6
2021
Q4 		$13.5M Buy
247,717
+7,783
+3% +$429K 5.49% 7
2021
Q3 		$13.2M Buy
239,934
+10,921
+5% +$608K 5.63% 6
2021
Q2 		$12.6M Buy
229,013
+14,917
+7% +$819K 5.37% 7
2021
Q1 		$11.7M Buy
214,096
+12,546
+6% +$695K 5.42% 7
2020
Q4 		$11.2M Buy
+201,550
New +$11.3M 5.36% 7

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 $11.5B AUM 18.72% 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

Compton Financial Group's IAGG Position: Q1 2026 in Review

Compton Financial Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 23% in Q1 2026, selling an estimated $249K and leaving 16,907 shares worth $846K. The position accounts for 0.19% of the portfolio, ranked #30.

Compton Financial Group first reported a position in IAGG in Q4 2020 and has held it in 22 quarters since. The position peaked at $17.9M in Q4 2024. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Compton Financial Group held 16,907 shares of iShares Core International Aggregate Bond Fund worth $846K as of Q1 2026.
  • Compton Financial Group sold 4,964 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $249K.
  • iShares Core International Aggregate Bond Fund made up 0.19% of Compton Financial Group's portfolio in Q1 2026, its #30 holding.
  • Compton Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and has held it in 22 quarters since.
  • Compton Financial Group's iShares Core International Aggregate Bond Fund position peaked at $17.9M in Q4 2024.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Compton Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.