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

Financial Connections 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
2026 Q1	$10K	Buy	203 +1	+0.5%	+$50	﹤0.01%	188
2025 Q4	$10K	Buy	202 +6	+3%	+$308	﹤0.01%	176
2025 Q3	$10K	Hold	196	–	–	﹤0.01%	174
2025 Q2	$10K	Hold	196	–	–	﹤0.01%	185
2025 Q1	$9K	Hold	196	–	–	﹤0.01%	165
2024 Q4	$9K	Buy	196 +8	+4%	+$413	﹤0.01%	157
2024 Q3	$9K	Hold	188	–	–	﹤0.01%	155
2024 Q2	$9K	Sell	188 -2,693	-93%	-$134K	﹤0.01%	204
2024 Q1	$144K	Buy	2,881 +134	+5%	+$6.64K	0.16%	32
2023 Q4	$136K	Sell	2,747 -1,885	-41%	-$93.1K	0.09%	63
2023 Q3	$225K	Buy	4,632 +19	+0.4%	+$933	0.28%	34
2023 Q2	$227K	Buy	4,613 +39	+0.9%	+$1.91K	0.15%	52
2023 Q1	$223K	Sell	4,574 -53	-1%	-$2.57K	0.16%	46
2022 Q4	$220K	Buy	4,627 +53	+1%	+$2.59K	0.17%	44
2022 Q3	$221K	Buy	4,574 +130	+3%	+$6.51K	0.19%	40
2022 Q2	$221K	Buy	4,444 +1,624	+58%	+$82.2K	0.19%	47
2022 Q1	$147K	Buy	2,820 +149	+6%	+$7.93K	0.15%	60
2021 Q4	$145K	Buy	+2,671	New	+$147K	0.14%	63

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

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

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Connections Group's IAGG Position: Q1 2026 in Review

Financial Connections Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.5% in Q1 2026, buying an estimated $50 and bringing the position to 203 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Financial Connections Group first reported a position in IAGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $227K in Q2 2023. 671 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Financial Connections Group held 203 shares of iShares Core International Aggregate Bond Fund worth $10K as of Q1 2026.
Financial Connections Group bought 1 iShares Core International Aggregate Bond Fund share in Q1 2026, an estimated $50.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #188 holding.
Financial Connections Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's iShares Core International Aggregate Bond Fund position peaked at $227K in Q2 2023.
671 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.