Independent Financial Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Independent Financial 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	–	Sell	-32,558	Closed	-$1.63M	–	1590
2026 Q1	$1.63M	Buy	32,558 +8,434	+35%	+$424K	0.04%	461
2025 Q4	$1.21M	Buy	24,124 +3,208	+15%	+$165K	0.03%	552
2025 Q3	$1.07M	Buy	20,916 +1,605	+8%	+$82K	0.03%	578
2025 Q2	$987K	Buy	+19,311	New	+$978K	0.03%	550
2020 Q4	–	Sell	-6,933	Closed	-$386K	–	587
2020 Q3	$386K	Sell	6,933 -187	-3%	-$10.4K	0.07%	299
2020 Q2	$396K	Hold	7,120	–	–	0.09%	261
2020 Q1	$389K	Buy	+7,120	New	+$394K	0.11%	214

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Financial Group's IAGG Position: Q2 2026 in Review

Independent Financial Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 32,558 shares — an estimated $1.63M sold.

Independent Financial Group first reported a position in IAGG in Q1 2020 and held it in 7 quarters. The position peaked at $1.63M in Q1 2026. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Independent Financial Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Independent Financial Group sold 32,558 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.63M.
Independent Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2020 and held it in 7 quarters.
Independent Financial Group's iShares Core International Aggregate Bond Fund position peaked at $1.63M in Q1 2026.
563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.