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

Forum Private Client 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 		$9.41M Buy
185,890
+12,179
+7% +$610K 2.8% 11
2026
Q1 		$8.7M Buy
173,711
+8,192
+5% +$412K 2.9% 11
2025
Q4 		$8.28M Buy
165,519
+9,472
+6% +$487K 2.82% 12
2025
Q3 		$7.99M Sell
156,047
-712
-0.5% -$36.4K 2.85% 12
2025
Q2 		$8.01M Buy
156,759
+1,662
+1% +$84.2K 3.09% 11
2025
Q1 		$7.75M Sell
155,097
-23,276
-13% -$1.16M 3.37% 9
2024
Q4 		$8.9M Sell
178,373
-45,590
-20% -$2.35M 3.96% 9
2024
Q3 		$11.6M Sell
223,963
-32,193
-13% -$1.65M 5.16% 8
2024
Q2 		$12.8M Buy
256,156
+5,581
+2% +$278K 6.08% 5
2024
Q1 		$12.5M Buy
250,575
+7,847
+3% +$389K 6.05% 5
2023
Q4 		$12.1M Buy
+242,728
New +$12M 6.31% 4
2023
Q3 		– Sell
-241,015
Closed -$11.9M – 25
2023
Q2 		$11.9M Buy
241,015
+5,827
+2% +$286K 6.8% 2
2023
Q1 		$11.5M Buy
235,188
+4,671
+2% +$226K 7.28% 2
2022
Q4 		$11M Buy
230,517
+146
+0.1% +$7.13K 7.57% 2
2022
Q3 		$11.1M Buy
230,371
+9,514
+4% +$477K 8.32% 2
2022
Q2 		$11M Buy
220,857
+19,528
+10% +$988K 8% 2
2022
Q1 		$10.5M Buy
+201,329
New +$10.7M 8.15% 2

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 Private Client Group's IAGG Position: Q2 2026 in Review

Forum Private Client Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 7% in Q2 2026, buying an estimated $610K and bringing the position to 185,890 shares worth $9.41M. The position accounts for 2.8% of the portfolio, ranked #11.

Forum Private Client Group first reported a position in IAGG in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.8M in Q2 2024. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Forum Private Client Group held 185,890 shares of iShares Core International Aggregate Bond Fund worth $9.41M as of Q2 2026.
  • Forum Private Client Group bought 12,179 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $610K.
  • iShares Core International Aggregate Bond Fund made up 2.8% of Forum Private Client Group's portfolio in Q2 2026, its #11 holding.
  • Forum Private Client Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2022 and has held it in 17 quarters since.
  • Forum Private Client Group's iShares Core International Aggregate Bond Fund position peaked at $12.8M in Q2 2024.
  • 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.