Helen Stephens Group
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
Q3 		$1.23M Buy
25,041
+7,903
+46% +$393K 0.2% 54
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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Helen Stephens Group's IAGG Position: Q3 2026 in Review

Helen Stephens Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 46% in Q3 2026, buying an estimated $393K and bringing the position to 25,041 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #54.

Helen Stephens Group first reported a position in IAGG in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.44M in Q3 2022. 386 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Helen Stephens Group held 25,041 shares of iShares Core International Aggregate Bond Fund worth $1.23M as of Q3 2026.
  • Helen Stephens Group bought 7,903 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $393K.
  • iShares Core International Aggregate Bond Fund made up 0.2% of Helen Stephens Group's portfolio in Q3 2026, its #54 holding.
  • Helen Stephens Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2022 and has held it in 19 quarters since.
  • Helen Stephens Group's iShares Core International Aggregate Bond Fund position peaked at $3.44M in Q3 2022.
  • 386 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.