Eight 31 Financial’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Eight 31 Financial’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	$1.02M	Sell	20,416 -21	-0.1%	-$1.05K	0.62%	28
2025 Q4	$1.02M	Buy	20,437 +440	+2%	+$22.6K	0.56%	27
2025 Q3	$1.02M	Buy	19,997 +1,595	+9%	+$81.5K	0.58%	28
2025 Q2	$940K	Sell	18,402 -29	-0.2%	-$1.47K	0.62%	32
2025 Q1	$921K	Buy	18,431 +718	+4%	+$35.9K	0.59%	32
2024 Q4	$884K	Sell	17,713 -49	-0.3%	-$2.53K	0.66%	27
2024 Q3	$920K	Buy	17,762 +1,609	+10%	+$82.3K	0.71%	27
2024 Q2	$806K	Buy	16,153 +10,819	+203%	+$538K	0.61%	31
2024 Q1	$266K	Buy	+5,334	New	+$264K	0.17%	74

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Eight 31 Financial's IAGG Position: Q1 2026 in Review

Eight 31 Financial reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.1% in Q1 2026, selling an estimated $1.05K and leaving 20,416 shares worth $1.02M. The position accounts for 0.62% of the portfolio, ranked #28.

Eight 31 Financial first reported a position in IAGG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q3 2025. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Eight 31 Financial held 20,416 shares of iShares Core International Aggregate Bond Fund worth $1.02M as of Q1 2026.
Eight 31 Financial sold 21 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $1.05K.
iShares Core International Aggregate Bond Fund made up 0.62% of Eight 31 Financial's portfolio in Q1 2026, its #28 holding.
Eight 31 Financial first reported a position in iShares Core International Aggregate Bond Fund in Q1 2024 and has held it in 9 quarters since.
Eight 31 Financial's iShares Core International Aggregate Bond Fund position peaked at $1.02M in Q3 2025.
663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.