Keystone Financial Group (Kentucky)’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Keystone Financial Group (Kentucky)’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	$5.08M	Buy	100,426 +17,604	+21%	+$882K	0.3%	62
2026 Q1	$4.14M	Buy	82,822 +8,870	+12%	+$446K	0.28%	64
2025 Q4	$3.7M	Buy	73,952 +2,012	+3%	+$103K	0.27%	69
2025 Q3	$3.69M	Sell	71,940 -2,575	-3%	-$132K	0.28%	65
2025 Q2	$3.81M	Buy	+74,515	New	+$3.78M	0.34%	59

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

Keystone Financial Group (Kentucky)'s IAGG Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 21% in Q2 2026, buying an estimated $882K and bringing the position to 100,426 shares worth $5.08M. The position accounts for 0.3% of the portfolio, ranked #62.

Keystone Financial Group (Kentucky) first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Keystone Financial Group (Kentucky) held 100,426 shares of iShares Core International Aggregate Bond Fund worth $5.08M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 17,604 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $882K.
iShares Core International Aggregate Bond Fund made up 0.3% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #62 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.