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Financial Advocates Investment Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Financial Advocates Investment Management’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
Q3 		$893K Sell
17,430
-7,576
-30% -$387K 0.5% 53
2025
Q2 		$1.28M Buy
25,006
+16,712
+201% +$847K 0.1% 184
2025
Q1 		$415K Buy
8,294
+33
+0.4% +$1.65K 0.03% 469
2024
Q4 		$412K Buy
8,261
+318
+4% +$16.4K 0.02% 511
2024
Q3 		$412K Hold
7,943
– – 0.02% 514
2024
Q2 		$397K Buy
7,943
+315
+4% +$15.7K 0.02% 498
2024
Q1 		$381K Sell
7,628
-773
-9% -$38.3K 0.02% 521
2023
Q4 		$418K Buy
8,401
+256
+3% +$12.6K 0.03% 469
2023
Q3 		$397K Hold
8,145
– – 0.03% 466
2023
Q2 		$401K Hold
8,145
– – 0.03% 448
2023
Q1 		$399K Hold
8,145
– – 0.03% 480
2022
Q4 		$387K Buy
+8,145
New +$398K 0.03% 504
2021
Q1 		– Sell
-7,400
Closed -$764K – 768
2020
Q4 		$764K Buy
+7,400
New +$413K 0.05% 358

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's IAGG Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 30% in Q3 2025, selling an estimated $387K and leaving 17,430 shares worth $893K. The position accounts for 0.5% of the portfolio, ranked #53.

Financial Advocates Investment Management first reported a position in IAGG in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.28M in Q2 2025. 574 funds tracked by Wall St. Rank hold IAGG as of Q3 2025.

  • Financial Advocates Investment Management held 17,430 shares of iShares Core International Aggregate Bond Fund worth $893K as of Q3 2025.
  • Financial Advocates Investment Management sold 7,576 iShares Core International Aggregate Bond Fund shares in Q3 2025, an estimated $387K.
  • iShares Core International Aggregate Bond Fund made up 0.5% of Financial Advocates Investment Management's portfolio in Q3 2025, its #53 holding.
  • Financial Advocates Investment Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and has held it in 13 quarters since.
  • Financial Advocates Investment Management's iShares Core International Aggregate Bond Fund position peaked at $1.28M in Q2 2025.
  • 574 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.