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

Keystone Financial Services (Colorado)’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
Q1 		$5.58M Buy
111,435
+12,466
+13% +$627K 1.64% 18
2025
Q4 		$4.95M Buy
98,969
+7,740
+8% +$398K 1.49% 16
2025
Q3 		$4.67M Buy
91,229
+3,232
+4% +$165K 1.45% 16
2025
Q2 		$4.5M Buy
+87,997
New +$4.46M 1.53% 16

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Keystone Financial Services (Colorado)'s IAGG Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 13% in Q1 2026, buying an estimated $627K and bringing the position to 111,435 shares worth $5.58M. The position accounts for 1.64% of the portfolio, ranked #18.

Keystone Financial Services (Colorado) first reported a position in IAGG in Q2 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Keystone Financial Services (Colorado) held 111,435 shares of iShares Core International Aggregate Bond Fund worth $5.58M as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 12,466 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $627K.
  • iShares Core International Aggregate Bond Fund made up 1.64% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #18 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.