First Heartland Consultants’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

First Heartland Consultants’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	–	Sell	-19,110	Closed	-$956K	–	601
2026 Q1	$956K	Buy	19,110 +702	+4%	+$35.3K	0.07%	192
2025 Q4	$921K	Buy	18,408 +391	+2%	+$20.1K	0.07%	197
2025 Q3	$923K	Buy	18,017 +1,080	+6%	+$55.2K	0.07%	188
2025 Q2	$865K	Buy	+16,937	New	+$858K	0.08%	182

Other funds holding IAGG

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

First Heartland Consultants's IAGG Position: Q2 2026 in Review

First Heartland Consultants sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 19,110 shares — an estimated $956K sold.

First Heartland Consultants first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $956K in Q1 2026. 376 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

First Heartland Consultants reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
First Heartland Consultants sold 19,110 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $956K.
First Heartland Consultants first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
First Heartland Consultants's iShares Core International Aggregate Bond Fund position peaked at $956K in Q1 2026.
376 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.