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

Eclectic 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	$2.28M	Buy	45,069 +19,367	+75%	+$970K	0.26%	57
2026 Q1	$1.29M	Sell	25,702 -28,123	-52%	-$1.41M	0.17%	67
2025 Q4	$2.69M	Buy	53,825 +46,690	+654%	+$2.4M	0.42%	47
2025 Q3	$366K	Sell	7,135 -577	-7%	-$29.5K	0.07%	95
2025 Q2	$394K	Sell	7,712 -643	-8%	-$32.6K	0.09%	88
2025 Q1	$418K	Sell	8,355 -5,490	-40%	-$274K	0.11%	85
2024 Q4	$691K	Buy	13,845 +1,089	+9%	+$56.2K	0.2%	76
2024 Q3	$661K	Hold	12,756	–	–	0.26%	60
2024 Q2	$637K	Hold	12,756	–	–	0.28%	51
2024 Q1	$637K	Sell	12,756 -9,665	-43%	-$479K	0.29%	49
2023 Q4	$1.12M	Buy	+22,421	New	+$1.11M	0.54%	36
2023 Q1	–	Sell	-81,907	Closed	-$3.89M	–	82
2022 Q4	$3.89M	Buy	81,907 +74,717	+1,039%	+$3.65M	1.9%	12
2022 Q3	$347K	Buy	+7,190	New	+$360K	0.23%	50

Other funds holding IAGG

MMI

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Eclectic Associates's IAGG Position: Q2 2026 in Review

Eclectic Associates increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 75% in Q2 2026, buying an estimated $970K and bringing the position to 45,069 shares worth $2.28M. The position accounts for 0.26% of the portfolio, ranked #57.

Eclectic Associates first reported a position in IAGG in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.89M in Q4 2022. 277 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Eclectic Associates held 45,069 shares of iShares Core International Aggregate Bond Fund worth $2.28M as of Q2 2026.
Eclectic Associates bought 19,367 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $970K.
iShares Core International Aggregate Bond Fund made up 0.26% of Eclectic Associates's portfolio in Q2 2026, its #57 holding.
Eclectic Associates first reported a position in iShares Core International Aggregate Bond Fund in Q3 2022 and has held it in 13 quarters since.
Eclectic Associates's iShares Core International Aggregate Bond Fund position peaked at $3.89M in Q4 2022.
277 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.