Family Investment Center’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Family Investment Center’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	$206K	Sell	4,068 -222	-5%	-$11.1K	0.03%	116
2026 Q1	$215K	Sell	4,290 -504	-11%	-$25.3K	0.04%	85
2025 Q4	$240K	Sell	4,794 -4	-0.1%	-$206	0.05%	89
2025 Q3	$246K	Sell	4,798 -1	-0%	-$51	0.05%	86
2025 Q2	$245K	Sell	4,799 -67	-1%	-$3.4K	0.06%	79
2025 Q1	$243K	Sell	4,866 -1,689	-26%	-$84.4K	0.06%	67
2024 Q4	$327K	Sell	6,555 -1,097	-14%	-$56.6K	0.08%	64
2024 Q3	$397K	Sell	7,652 -985	-11%	-$50.4K	0.1%	54
2024 Q2	$431K	Sell	8,637 -5,509	-39%	-$274K	0.13%	45
2024 Q1	$707K	Sell	14,146 -16,034	-53%	-$794K	0.23%	39
2023 Q4	$1.5M	Sell	30,180 -263	-0.9%	-$13K	0.76%	21
2023 Q3	$1.49M	Buy	30,443 +397	+1%	+$19.5K	0.9%	19
2023 Q2	$1.48M	Buy	30,046 +2,702	+10%	+$132K	0.95%	17
2023 Q1	$1.34M	Buy	27,344 +3,180	+13%	+$154K	0.92%	17
2022 Q4	$1.15M	Buy	+24,164	New	+$1.18M	0.84%	17

Other funds holding IAGG

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Family Investment Center's IAGG Position: Q2 2026 in Review

Family Investment Center reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 5.2% in Q2 2026, selling an estimated $11.1K and leaving 4,068 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #116.

Family Investment Center first reported a position in IAGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.5M in Q4 2023. 376 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Family Investment Center held 4,068 shares of iShares Core International Aggregate Bond Fund worth $206K as of Q2 2026.
Family Investment Center sold 222 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $11.1K.
iShares Core International Aggregate Bond Fund made up 0.03% of Family Investment Center's portfolio in Q2 2026, its #116 holding.
Family Investment Center first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 15 quarters since.
Family Investment Center's iShares Core International Aggregate Bond Fund position peaked at $1.5M in Q4 2023.
376 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.