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IAGG icon

Helen Stephens Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Helen Stephens 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 		$867K Sell
17,138
-5
-0% -$251 0.15% 66
2026
Q1 		$858K Buy
17,143
+2,877
+20% +$145K 0.17% 59
2025
Q4 		$713K Sell
14,266
-87
-0.6% -$4.47K 0.15% 58
2025
Q3 		$735K Sell
14,353
-858
-6% -$43.8K 0.16% 56
2025
Q2 		$777K Sell
15,211
-5,112
-25% -$259K 0.19% 47
2025
Q1 		$1.02M Sell
20,323
-2,230
-10% -$111K 0.29% 40
2024
Q4 		$1.13M Sell
22,553
-5,939
-21% -$306K 0.33% 38
2024
Q3 		$1.48M Sell
28,492
-1,129
-4% -$57.7K 0.45% 33
2024
Q2 		$1.48M Sell
29,621
-4,801
-14% -$239K 0.51% 29
2024
Q1 		$1.72M Buy
34,422
+1,933
+6% +$95.7K 0.66% 27
2023
Q4 		$1.62M Sell
32,489
-497
-2% -$24.6K 0.73% 26
2023
Q3 		$1.61M Sell
32,986
-30
-0.1% -$1.47K 0.83% 25
2023
Q2 		$1.63M Sell
33,016
-3,709
-10% -$182K 0.82% 25
2023
Q1 		$1.8M Sell
36,725
-4,657
-11% -$226K 0.93% 24
2022
Q4 		$1.97M Sell
41,382
-29,716
-42% -$1.45M 1.17% 21
2022
Q3 		$3.44M Buy
71,098
+43,265
+155% +$2.17M 2.41% 14
2022
Q2 		$1.39M Buy
27,833
+14,484
+109% +$733K 0.98% 21
2022
Q1 		$696K Buy
+13,349
New +$710K 0.48% 28

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

Helen Stephens Group's IAGG Position: Q2 2026 in Review

Helen Stephens Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.03% in Q2 2026, selling an estimated $251 and leaving 17,138 shares worth $867K. The position accounts for 0.15% of the portfolio, ranked #66.

Helen Stephens Group first reported a position in IAGG in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.44M in Q3 2022. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Helen Stephens Group held 17,138 shares of iShares Core International Aggregate Bond Fund worth $867K as of Q2 2026.
  • Helen Stephens Group sold 5 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $251.
  • iShares Core International Aggregate Bond Fund made up 0.15% of Helen Stephens Group's portfolio in Q2 2026, its #66 holding.
  • Helen Stephens Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2022 and has held it in 18 quarters since.
  • Helen Stephens Group's iShares Core International Aggregate Bond Fund position peaked at $3.44M in Q3 2022.
  • 276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.