JFS Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

JFS Wealth Advisors’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	-19,937	Closed	-$998K	–	2277
2026 Q1	$998K	Buy	+19,937	New	+$1M	0.06%	165
2024 Q1	–	Sell	-239	Closed	-$11.9K	–	2017
2023 Q4	$11.9K	Buy	+239	New	+$11.8K	﹤0.01%	725
2020 Q2	–	Sell	-1,231	Closed	-$67K	–	549
2020 Q1	$67K	Hold	1,231	–	–	0.02%	201
2019 Q4	$67K	Hold	1,231	–	–	0.02%	222
2019 Q3	$69K	Buy	+1,231	New	+$68.1K	0.02%	219

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

JFS Wealth Advisors's IAGG Position: Q2 2026 in Review

JFS Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 19,937 shares — an estimated $998K sold.

JFS Wealth Advisors first reported a position in IAGG in Q3 2019 and held it in 5 quarters. The position peaked at $998K in Q1 2026. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

JFS Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
JFS Wealth Advisors sold 19,937 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $998K.
JFS Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q3 2019 and held it in 5 quarters.
JFS Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $998K in Q1 2026.
563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.