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

Elios 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
2025 Q2	$556K	Buy	+10,874	New	+$551K	0.25%	77

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

MMI

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elios Financial Group's IAGG Position: Q2 2025 in Review

Elios Financial Group opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2025: 10,874 shares worth $556K. The stake represents 0.25% of the portfolio and ranks #77 among its holdings.

556 funds tracked by Wall St. Rank hold IAGG as of Q2 2025.

Elios Financial Group held 10,874 shares of iShares Core International Aggregate Bond Fund worth $556K as of Q2 2025.
iShares Core International Aggregate Bond Fund was a new Elios Financial Group position in Q2 2025.
iShares Core International Aggregate Bond Fund made up 0.25% of Elios Financial Group's portfolio in Q2 2025, its #77 holding.
556 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.