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 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Global Financial Private Client's IAGG Position: Q2 2026 in Review

Global Financial Private Client reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 25% in Q2 2026, selling an estimated $90.7K and leaving 5,316 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #219.

Global Financial Private Client first reported a position in IAGG in Q2 2021 and has held it in 21 quarters since. The position peaked at $619K in Q4 2023. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Global Financial Private Client held 5,316 shares of iShares Core International Aggregate Bond Fund worth $269K as of Q2 2026.
Global Financial Private Client sold 1,810 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $90.7K.
iShares Core International Aggregate Bond Fund made up 0.07% of Global Financial Private Client's portfolio in Q2 2026, its #219 holding.
Global Financial Private Client first reported a position in iShares Core International Aggregate Bond Fund in Q2 2021 and has held it in 21 quarters since.
Global Financial Private Client's iShares Core International Aggregate Bond Fund position peaked at $619K in Q4 2023.
276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.