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IAGG icon

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

Finley Financial’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 		$732K Sell
14,460
-970
-6% -$48.6K 0.29% 40
2026
Q1 		$772K Hold
15,430
– – 0.36% 38
2025
Q4 		$772K Sell
15,430
-300
-2% -$15.4K 0.35% 38
2025
Q3 		$806K Buy
15,730
+700
+5% +$35.8K 0.37% 34
2025
Q2 		$768K Buy
15,030
+3,400
+29% +$172K 0.39% 37
2025
Q1 		$590K Buy
11,630
+100
+0.9% +$5K 0.33% 38
2024
Q4 		$573K Buy
+11,530
New +$595K 0.3% 40

Other funds holding IAGG

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Finley Financial's IAGG Position: Q2 2026 in Review

Finley Financial reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 6.3% in Q2 2026, selling an estimated $48.6K and leaving 14,460 shares worth $732K. The position accounts for 0.29% of the portfolio, ranked #40.

Finley Financial first reported a position in IAGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $806K in Q3 2025. 376 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Finley Financial held 14,460 shares of iShares Core International Aggregate Bond Fund worth $732K as of Q2 2026.
  • Finley Financial sold 970 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $48.6K.
  • iShares Core International Aggregate Bond Fund made up 0.29% of Finley Financial's portfolio in Q2 2026, its #40 holding.
  • Finley Financial first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
  • Finley Financial's iShares Core International Aggregate Bond Fund position peaked at $806K in Q3 2025.
  • 376 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.