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

Joule Financial’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	$338K	Buy	+6,682	New	+$335K	0.09%	86

Other funds holding IAGG

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Joule Financial's IAGG Position: Q2 2026 in Review

Joule Financial opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026: 6,682 shares worth $338K. The stake represents 0.09% of the portfolio and ranks #86 among its holdings.

192 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Joule Financial held 6,682 shares of iShares Core International Aggregate Bond Fund worth $338K as of Q2 2026.
iShares Core International Aggregate Bond Fund was a new Joule Financial position in Q2 2026.
iShares Core International Aggregate Bond Fund made up 0.09% of Joule Financial's portfolio in Q2 2026, its #86 holding.
192 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

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