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

Financial Gravity Companies’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 		$32.4M Buy
+640,614
New +$32.1M 5.26% 1
2025
Q2 		$28.1M Buy
+550,506
New +$27.9M 5.52% 1
2024
Q4 		$24.1M Buy
482,170
+16,894
+4% +$872K 5.5% 1
2024
Q3 		$24.1M Buy
+465,276
New +$23.8M 6.45% 2
2018
Q4 		$70K Buy
+1,339
New +$69.8K 0.06% 253
2018
Q1 		$86K Buy
+1,629
New +$84.8K 0.09% 216

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Gravity Companies's IAGG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026: 640,614 shares worth $32.4M. The stake represents 5.26% of the portfolio and ranks #1 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IAGG as recently as Q2 2025.

Financial Gravity Companies first reported a position in IAGG in Q1 2018 and has held it in 6 quarters since. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Financial Gravity Companies held 640,614 shares of iShares Core International Aggregate Bond Fund worth $32.4M as of Q2 2026.
  • iShares Core International Aggregate Bond Fund was a new Financial Gravity Companies position in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up 5.26% of Financial Gravity Companies's portfolio in Q2 2026, its #1 holding.
  • Financial Gravity Companies first reported a position in iShares Core International Aggregate Bond Fund in Q1 2018 and has held it in 6 quarters since.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.