Curtis Advisory Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Curtis Advisory 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 Q2	$652K	Sell	12,892 -619	-5%	-$31K	0.13%	81
2026 Q1	$676K	Buy	13,511 +12	+0.1%	+$603	0.15%	76
2025 Q4	$675K	Buy	13,499 +738	+6%	+$37.9K	0.14%	75
2025 Q3	$654K	Sell	12,761 -224	-2%	-$11.4K	0.15%	67
2025 Q2	$663K	Buy	12,985 +187	+1%	+$9.47K	0.17%	65
2025 Q1	$640K	Buy	12,798 +6,996	+121%	+$350K	0.19%	63
2024 Q4	$290K	Buy	5,802 +1,768	+44%	+$91.2K	0.08%	84
2024 Q3	$209K	Buy	+4,034	New	+$206K	0.06%	97
2023 Q1	–	Sell	-4,383	Closed	-$208K	–	90
2022 Q4	$208K	Sell	4,383 -142	-3%	-$6.93K	0.08%	84
2022 Q3	$219K	Sell	4,525 -255	-5%	-$12.8K	0.09%	82
2022 Q2	$238K	Sell	4,780 -1,514	-24%	-$76.6K	0.09%	83
2022 Q1	$328K	Sell	6,294 -501	-7%	-$26.7K	0.11%	64
2021 Q4	$371K	Buy	+6,795	New	+$374K	0.12%	62

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Curtis Advisory Group's IAGG Position: Q2 2026 in Review

Curtis Advisory Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 4.6% in Q2 2026, selling an estimated $31K and leaving 12,892 shares worth $652K. The position accounts for 0.13% of the portfolio, ranked #81.

Curtis Advisory Group first reported a position in IAGG in Q4 2021 and has held it in 13 quarters since. The position peaked at $676K in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Curtis Advisory Group held 12,892 shares of iShares Core International Aggregate Bond Fund worth $652K as of Q2 2026.
Curtis Advisory Group sold 619 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $31K.
iShares Core International Aggregate Bond Fund made up 0.13% of Curtis Advisory Group's portfolio in Q2 2026, its #81 holding.
Curtis Advisory Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 13 quarters since.
Curtis Advisory Group's iShares Core International Aggregate Bond Fund position peaked at $676K in Q1 2026.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.