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Golden Bell Financial Planning’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Golden Bell Financial Planning’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 		$310K Buy
+6,133
New +$307K 0.23% 33
2025
Q3 		– Sell
-4,398
Closed -$225K – 36
2025
Q2 		$225K Hold
4,398
– – 0.21% 31
2025
Q1 		$220K Buy
+4,398
New +$220K 0.21% 32

Other funds holding IAGG

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
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
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

Golden Bell Financial Planning's IAGG Position: Q2 2026 in Review

Golden Bell Financial Planning opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026: 6,133 shares worth $310K. The stake represents 0.23% of the portfolio and ranks #33 among its holdings. This is a return to the name: Golden Bell Financial Planning previously reported a position in IAGG as recently as Q2 2025.

Golden Bell Financial Planning first reported a position in IAGG in Q1 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Golden Bell Financial Planning held 6,133 shares of iShares Core International Aggregate Bond Fund worth $310K as of Q2 2026.
  • iShares Core International Aggregate Bond Fund was a new Golden Bell Financial Planning position in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up 0.23% of Golden Bell Financial Planning's portfolio in Q2 2026, its #33 holding.
  • Golden Bell Financial Planning first reported a position in iShares Core International Aggregate Bond Fund in Q1 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.