Global Financial Private Client
IAGG icon

Global Financial Private Client’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Global Financial Private Client’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
Q3 		$262K Hold
5,316
– – 0.07% 215
2026
Q2 		$269K Sell
5,316
-1,810
-25% -$90.7K 0.07% 219
2026
Q1 		$357K Buy
7,126
+204
+3% +$10.3K 0.12% 184
2025
Q4 		$346K Sell
6,922
-45
-0.6% -$2.31K 0.12% 178
2025
Q3 		$357K Buy
6,967
+11
+0.2% +$562 0.13% 174
2025
Q2 		$355K Buy
6,956
+1,640
+31% +$83.1K 0.13% 167
2025
Q1 		$266K Hold
5,316
– – 0.1% 180
2024
Q4 		$265K Hold
5,316
– – 0.1% 180
2024
Q3 		$275K Hold
5,316
– – 0.11% 175
2024
Q2 		$265K Hold
5,316
– – 0.11% 168
2024
Q1 		$265K Sell
5,316
-7,109
-57% -$352K 0.11% 162
2023
Q4 		$619K Buy
12,425
+9,741
+363% +$481K 0.29% 96
2023
Q3 		$130K Sell
2,684
-100
-4% -$4.91K 0.07% 191
2023
Q2 		$137K Hold
2,784
– – 0.07% 197
2023
Q1 		$137K Sell
2,784
-277
-9% -$13.4K 0.07% 179
2022
Q4 		$146K Sell
3,061
-407
-12% -$19.9K 0.08% 163
2022
Q3 		$169K Sell
3,468
-2,981
-46% -$149K 0.1% 154
2022
Q2 		$324K Sell
6,449
-4,079
-39% -$206K 0.18% 109
2022
Q1 		$550K Buy
10,528
+8,211
+354% +$437K 0.27% 84
2021
Q4 		$126K Sell
2,317
-2,175
-48% -$120K 0.06% 176
2021
Q3 		$248K Sell
4,492
-48
-1% -$2.67K 0.13% 129
2021
Q2 		$250K Buy
+4,540
New +$249K 0.14% 119

Other funds holding IAGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Global Financial Private Client's IAGG Position: Q3 2026 in Review

Global Financial Private Client held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q3 2026 at 5,316 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #215.

Global Financial Private Client first reported a position in IAGG in Q2 2021 and has held it in 22 quarters since. The position peaked at $619K in Q4 2023. 502 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Global Financial Private Client held 5,316 shares of iShares Core International Aggregate Bond Fund worth $262K as of Q3 2026.
  • Global Financial Private Client left its iShares Core International Aggregate Bond Fund share count unchanged in Q3 2026.
  • iShares Core International Aggregate Bond Fund made up 0.07% of Global Financial Private Client's portfolio in Q3 2026, its #215 holding.
  • Global Financial Private Client first reported a position in iShares Core International Aggregate Bond Fund in Q2 2021 and has held it in 22 quarters since.
  • Global Financial Private Client's iShares Core International Aggregate Bond Fund position peaked at $619K in Q4 2023.
  • 502 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.