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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 Gravity Companies's IAGG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2025: 550,506 shares worth $28.1M. The stake represents 5.52% 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 Q4 2024.

Financial Gravity Companies first reported a position in IAGG in Q1 2018 and has held it in 5 quarters since. 553 funds tracked by Wall St. Rank hold IAGG as of Q2 2025.

  • Financial Gravity Companies held 550,506 shares of iShares Core International Aggregate Bond Fund worth $28.1M as of Q2 2025.
  • iShares Core International Aggregate Bond Fund was a new Financial Gravity Companies position in Q2 2025.
  • iShares Core International Aggregate Bond Fund made up 5.52% of Financial Gravity Companies's portfolio in Q2 2025, 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 5 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.