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Golden State Equity Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Golden State Equity Partners’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 		$30.5K Sell
603
-22,020
-97% -$1.1M 0.08% 137
2026
Q1 		$1.13M Buy
+22,623
New +$1.14M 0.09% 264

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Golden State Equity Partners's IAGG Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 97% in Q2 2026, selling an estimated $1.1M and leaving 603 shares worth $30.5K. The position accounts for 0.08% of the portfolio, ranked #137.

Golden State Equity Partners first reported a position in IAGG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.13M in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Golden State Equity Partners held 603 shares of iShares Core International Aggregate Bond Fund worth $30.5K as of Q2 2026.
  • Golden State Equity Partners sold 22,020 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.1M.
  • iShares Core International Aggregate Bond Fund made up 0.08% of Golden State Equity Partners's portfolio in Q2 2026, its #137 holding.
  • Golden State Equity Partners first reported a position in iShares Core International Aggregate Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • Golden State Equity Partners's iShares Core International Aggregate Bond Fund position peaked at $1.13M in Q1 2026.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.