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Forum Finance Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Forum Finance Group’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 		$47K Hold
1,150
– – 0.02% 235
2026
Q1 		$46K Buy
+1,150
New +$57.8K 0.02% 203

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

Forum Finance Group's IAGG Position: Q2 2026 in Review

Forum Finance Group held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 1,150 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #235.

Forum Finance Group first reported a position in IAGG in Q1 2026 and has held it in 2 quarters since. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Forum Finance Group held 1,150 shares of iShares Core International Aggregate Bond Fund worth $47K as of Q2 2026.
  • Forum Finance Group left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up 0.02% of Forum Finance Group's portfolio in Q2 2026, its #235 holding.
  • Forum Finance Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.