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Fulcrum Equity Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Fulcrum Equity 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
Q2 		– Sell
-5,322
Closed -$266K – 154
2026
Q1 		$266K Buy
5,322
+129
+2% +$6.48K 0.26% 98
2025
Q4 		$260K Sell
5,193
-117
-2% -$6.02K 0.25% 95
2025
Q3 		$272K Buy
5,310
+817
+18% +$41.7K 0.28% 75
2025
Q2 		$230K Buy
+4,493
New +$228K 0.24% 85

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Fulcrum Equity Management's IAGG Position: Q2 2026 in Review

Fulcrum Equity Management sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 5,322 shares — an estimated $266K sold.

Fulcrum Equity Management first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $272K in Q3 2025. 100 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Fulcrum Equity Management reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Fulcrum Equity Management sold 5,322 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $266K.
  • Fulcrum Equity Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
  • Fulcrum Equity Management's iShares Core International Aggregate Bond Fund position peaked at $272K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.