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

Fortune Financial Advisors’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 		$278K Buy
5,489
+7
+0.1% +$351 0.12% 136
2026
Q1 		$274K Buy
+5,482
New +$276K 0.14% 126

Other funds holding IAGG

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Fortune Financial Advisors's IAGG Position: Q2 2026 in Review

Fortune Financial Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.13% in Q2 2026, buying an estimated $351 and bringing the position to 5,489 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #136.

Fortune Financial Advisors first reported a position in IAGG in Q1 2026 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Fortune Financial Advisors held 5,489 shares of iShares Core International Aggregate Bond Fund worth $278K as of Q2 2026.
  • Fortune Financial Advisors bought 7 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $351.
  • iShares Core International Aggregate Bond Fund made up 0.12% of Fortune Financial Advisors's portfolio in Q2 2026, its #136 holding.
  • Fortune Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.