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

Kelly Financial Services’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
-232,388
Closed -$11.6M – 145
2026
Q1 		$11.6M Buy
232,388
+21,323
+10% +$1.07M 2.8% 12
2025
Q4 		$10.6M Buy
211,065
+7,001
+3% +$360K 2.65% 15
2025
Q3 		$10.5M Buy
204,064
+20,323
+11% +$1.04M 2.71% 13
2025
Q2 		$9.39M Buy
+183,741
New +$9.31M 2.77% 14
2024
Q3 		– Sell
-250
Closed -$12.5K – 377
2024
Q2 		$12.5K Hold
250
– – ﹤0.01% 397
2024
Q1 		$12.5K Hold
250
– – ﹤0.01% 394
2023
Q4 		$12.5K Buy
250
+8
+3% +$395 0.01% 365
2023
Q3 		$11.8K Hold
242
– – 0.01% 345
2023
Q2 		$11.9K Hold
242
– – 0.01% 339
2023
Q1 		$11.8K Hold
242
– – 0.01% 336
2022
Q4 		$11.5K Buy
242
+6
+3% +$293 0.01% 320
2022
Q3 		$11.4K Hold
236
– – 0.01% 311
2022
Q2 		$11.8K Sell
236
-59
-20% -$2.99K 0.01% 308
2022
Q1 		$15.4K Hold
295
– – 0.01% 295
2021
Q4 		$16.1K Buy
295
+3
+1% +$165 0.01% 287
2021
Q3 		$16.1K Sell
292
-104
-26% -$5.79K 0.01% 277
2021
Q2 		$21.8K Buy
396
+13
+3% +$714 0.01% 257
2021
Q1 		$21K Buy
+383
New +$21.2K 0.01% 220

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kelly Financial Services's IAGG Position: Q2 2026 in Review

Kelly Financial Services sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 232,388 shares — an estimated $11.6M sold.

Kelly Financial Services first reported a position in IAGG in Q1 2021 and held it in 18 quarters. The position peaked at $11.6M in Q1 2026. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Kelly Financial Services reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Kelly Financial Services sold 232,388 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $11.6M.
  • Kelly Financial Services first reported a position in iShares Core International Aggregate Bond Fund in Q1 2021 and held it in 18 quarters.
  • Kelly Financial Services's iShares Core International Aggregate Bond Fund position peaked at $11.6M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.