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Glass Jacobson Investment Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Glass Jacobson Investment 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 		$708K Buy
13,996
+2,376
+20% +$119K 0.22% 107
2026
Q1 		$581K Sell
11,620
-524
-4% -$26.3K 0.2% 109
2025
Q4 		$607K Buy
12,144
+2,203
+22% +$113K 0.22% 101
2025
Q3 		$509K Sell
9,941
-2
-0% -$102 0.18% 119
2025
Q2 		$508K Buy
9,943
+46
+0.5% +$2.33K 0.2% 111
2025
Q1 		$494K Hold
9,897
– – 0.16% 145
2024
Q4 		$494K Sell
9,897
-56
-0.6% -$2.89K 0.16% 145
2024
Q3 		$516K Sell
9,953
-85
-0.8% -$4.34K 0.17% 134
2024
Q2 		$501K Sell
10,038
-215
-2% -$10.7K 0.18% 130
2024
Q1 		$512K Sell
10,253
-143
-1% -$7.08K 0.19% 127
2023
Q4 		$518K Buy
10,396
+9
+0.1% +$445 0.21% 121
2023
Q3 		$507K Buy
10,387
+78
+0.8% +$3.83K 0.23% 117
2023
Q2 		$508K Buy
+10,309
New +$505K 0.23% 118
2022
Q4 		$518K Buy
+10,890
New +$532K 0.26% 114

Other funds holding IAGG

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Glass Jacobson Investment Advisors's IAGG Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 20% in Q2 2026, buying an estimated $119K and bringing the position to 13,996 shares worth $708K. The position accounts for 0.22% of the portfolio, ranked #107.

Glass Jacobson Investment Advisors first reported a position in IAGG in Q4 2022 and has held it in 14 quarters since. 416 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Glass Jacobson Investment Advisors held 13,996 shares of iShares Core International Aggregate Bond Fund worth $708K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 2,376 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $119K.
  • iShares Core International Aggregate Bond Fund made up 0.22% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 14 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.