FIM
IAGG icon

Freedom Investment Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Freedom Investment Management’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
Q1 		$358K Sell
7,149
-833
-10% -$41.9K 0.11% 67
2025
Q4 		$399K Sell
7,982
-430
-5% -$22.1K 0.12% 62
2025
Q3 		$431K Sell
8,412
-133,773
-94% -$6.84M 0.11% 85
2025
Q2 		$7.26M Buy
142,185
+7,043
+5% +$357K 0.58% 36
2025
Q1 		$6.76M Sell
135,142
-8,106
-6% -$405K 0.57% 34
2024
Q4 		$7.15M Sell
143,248
-59,053
-29% -$3.05M 0.59% 33
2024
Q3 		$10.5M Sell
202,301
-16,733
-8% -$855K 0.84% 21
2024
Q2 		$10.9M Buy
219,034
+179,985
+461% +$8.95M 0.9% 21
2024
Q1 		$1.95M Sell
39,049
-2,038
-5% -$101K 0.16% 122
2023
Q4 		$2.05M Sell
41,087
-713
-2% -$35.2K 0.17% 116
2023
Q3 		$2.04M Buy
41,800
+23
+0.1% +$1.13K 0.25% 90
2023
Q2 		$2.06M Sell
41,777
-2,159
-5% -$106K 0.23% 94
2023
Q1 		$2.15M Sell
43,936
-657
-1% -$31.9K 0.24% 101
2022
Q4 		$2.12M Sell
44,593
-50,887
-53% -$2.49M 0.24% 101
2022
Q3 		$4.61M Sell
95,480
-4,846
-5% -$243K 0.53% 32
2022
Q2 		$5M Sell
100,326
-10,258
-9% -$519K 0.53% 31
2022
Q1 		$5.76M Sell
110,584
-46,103
-29% -$2.45M 0.52% 31
2021
Q4 		$8.54M Sell
156,687
-79,405
-34% -$4.37M 0.63% 21
2021
Q3 		$13M Buy
236,092
+6,615
+3% +$368K 0.99% 12
2021
Q2 		$12.6M Sell
229,477
-4,764
-2% -$262K 0.94% 13
2021
Q1 		$12.8M Buy
234,241
+84,493
+56% +$4.68M 1% 14
2020
Q4 		$8.42M Sell
149,748
-8,426
-5% -$471K 0.92% 15
2020
Q3 		$8.8M Sell
158,174
-12,625
-7% -$703K 0.96% 15
2020
Q2 		$9.51M Sell
170,799
-25,703
-13% -$1.42M 1.04% 14
2020
Q1 		$11M Sell
196,502
-25,518
-11% -$1.41M 0.97% 17
2019
Q4 		$12.2M Buy
222,020
+143,289
+182% +$7.89M 1.07% 14
2019
Q3 		$4.39M Sell
78,731
-7,472
-9% -$413K 0.38% 42
2019
Q2 		$4.7M Sell
86,203
-5,796
-6% -$310K 0.39% 45
2019
Q1 		$4.92M Sell
91,999
-61,977
-40% -$3.26M 0.39% 43
2018
Q4 		$8.04M Sell
153,976
-28,236
-15% -$1.47M 0.63% 23
2018
Q3 		$9.54M Sell
182,212
-1,051
-0.6% -$55.2K 0.6% 18
2018
Q2 		$9.66M Sell
183,263
-2,395
-1% -$126K 0.58% 18
2018
Q1 		$9.78M Buy
+185,658
New +$9.67M 0.5% 23

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Freedom Investment Management's IAGG Position: Q1 2026 in Review

Freedom Investment Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 10% in Q1 2026, selling an estimated $41.9K and leaving 7,149 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #67.

Freedom Investment Management first reported a position in IAGG in Q1 2018 and has held it in 33 quarters since. The position peaked at $13M in Q3 2021. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Freedom Investment Management held 7,149 shares of iShares Core International Aggregate Bond Fund worth $358K as of Q1 2026.
  • Freedom Investment Management sold 833 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $41.9K.
  • iShares Core International Aggregate Bond Fund made up 0.11% of Freedom Investment Management's portfolio in Q1 2026, its #67 holding.
  • Freedom Investment Management first reported a position in iShares Core International Aggregate Bond Fund in Q1 2018 and has held it in 33 quarters since.
  • Freedom Investment Management's iShares Core International Aggregate Bond Fund position peaked at $13M in Q3 2021.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.