FGAM
IAGG icon

Financial Gravity Asset Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Financial Gravity Asset 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
2026
Q1 		$31.5M Buy
629,064
+16,398
+3% +$824K 5.6% 1
2025
Q4 		$30.6M Buy
612,666
+47,097
+8% +$2.42M 5.9% 1
2025
Q3 		$29M Buy
+565,569
New +$28.9M 5.73% 1
2025
Q1 		$26.1M Buy
+522,072
New +$26.1M 5.69% 1
2024
Q2 		$24.2M Buy
488,070
+69,425
+17% +$3.45M 6.03% 1
2024
Q1 		$20.8M Sell
418,645
-644
-0.2% -$31.9K 5.87% 1
2023
Q4 		$20.9M Buy
+419,289
New +$20.7M 5.87% 1
2021
Q3 		$7.78M Sell
141,668
-80,343
-36% -$4.47M 3.66% 1
2021
Q2 		$12.2M Buy
+222,011
New +$12.2M 4.38% 1
2020
Q4 		$7.13M Buy
+126,623
New +$7.08M 6.53% 1
2019
Q4 		$55K Buy
17,176
+16,711
+3,594% +$921K 0.04% 585
2019
Q3 		$26K Buy
465
+7
+2% +$387 0.02% 408
2019
Q2 		$25K Sell
458
-18
-4% -$963 0.02% 446
2019
Q1 		$25K Buy
+476
New +$25K 0.02% 406
2018
Q3 		$76K Sell
1,462
-195
-12% -$10.2K 0.08% 246
2018
Q2 		$87K Buy
1,657
+28
+2% +$1.47K 0.08% 231
2018
Q1 		$86K Buy
+1,629
New +$84.8K 0.09% 216

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
TWIM
TIAA Wealth Investment Management New York $15B AUM
WI
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Gravity Asset Management's IAGG Position: Q1 2026 in Review

Financial Gravity Asset Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 2.7% in Q1 2026, buying an estimated $824K and bringing the position to 629,064 shares worth $31.5M. The position accounts for 5.6% of the portfolio, ranked #1.

Financial Gravity Asset Management first reported a position in IAGG in Q1 2018 and has held it in 17 quarters since. 669 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Financial Gravity Asset Management held 629,064 shares of iShares Core International Aggregate Bond Fund worth $31.5M as of Q1 2026.
  • Financial Gravity Asset Management bought 16,398 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $824K.
  • iShares Core International Aggregate Bond Fund made up 5.6% of Financial Gravity Asset Management's portfolio in Q1 2026, its #1 holding.
  • Financial Gravity Asset Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2018 and has held it in 17 quarters since.
  • 669 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.