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Great Valley Advisor Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Great Valley Advisor Group’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 		$1.28M Buy
25,299
+5,966
+31% +$299K 0.02% 497
2026
Q1 		$967K Buy
19,333
+2,163
+13% +$109K 0.02% 518
2025
Q4 		$859K Buy
17,170
+851
+5% +$43.8K 0.02% 514
2025
Q3 		$836K Buy
16,319
+82
+0.5% +$4.19K 0.02% 505
2025
Q2 		$829K Buy
16,237
+1,035
+7% +$52.4K 0.02% 490
2025
Q1 		$760K Buy
15,202
+3,582
+31% +$179K 0.02% 502
2024
Q4 		$580K Buy
11,620
+4,562
+65% +$235K 0.01% 547
2024
Q3 		$366K Buy
7,058
+480
+7% +$24.5K 0.01% 638
2024
Q2 		$328K Buy
+6,578
New +$327K 0.01% 625
2023
Q3 		– Sell
-10,427
Closed -$514K – 701
2023
Q2 		$514K Buy
10,427
+42
+0.4% +$2.06K 0.02% 439
2023
Q1 		$508K Buy
10,385
+5,024
+94% +$244K 0.02% 433
2022
Q4 		$255K Buy
+5,361
New +$262K 0.01% 593

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

Great Valley Advisor Group's IAGG Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 31% in Q2 2026, buying an estimated $299K and bringing the position to 25,299 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #497.

Great Valley Advisor Group first reported a position in IAGG in Q4 2022 and has held it in 12 quarters since. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Great Valley Advisor Group held 25,299 shares of iShares Core International Aggregate Bond Fund worth $1.28M as of Q2 2026.
  • Great Valley Advisor Group bought 5,966 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $299K.
  • iShares Core International Aggregate Bond Fund made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #497 holding.
  • Great Valley Advisor Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 12 quarters since.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.