Kopp Family Office’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Kopp Family Office’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	$42.5K	Hold	839	–	–	0.03%	26
2026 Q1	$42K	Hold	839	–	–	0.03%	19
2025 Q4	$42K	Hold	839	–	–	0.03%	19
2025 Q3	$43K	Hold	839	–	–	0.03%	24
2025 Q2	$42.9K	Hold	839	–	–	0.03%	25
2025 Q1	$41.9K	Hold	839	–	–	0.03%	26
2024 Q4	$42K	Buy	839 +33	+4%	+$1.7K	0.03%	19
2024 Q3	$42K	Hold	806	–	–	0.03%	19
2024 Q2	$40K	Hold	806	–	–	0.02%	18
2024 Q1	$40K	Hold	806	–	–	0.02%	18
2023 Q4	$40K	Hold	806	–	–	0.02%	18
2023 Q3	$39K	Hold	806	–	–	0.02%	18
2023 Q2	$40K	Hold	806	–	–	0.02%	19
2023 Q1	$39K	Hold	806	–	–	0.02%	19
2022 Q4	$38K	Sell	806 -56	-6%	-$2.73K	0.02%	20
2022 Q3	$42K	Hold	862	–	–	0.03%	11
2022 Q2	$43K	Hold	862	–	–	0.03%	11
2022 Q1	$45K	Hold	862	–	–	0.02%	11
2021 Q4	$47K	Buy	862 +79	+10%	+$4.35K	0.02%	11
2021 Q3	$43K	Hold	783	–	–	0.02%	11
2021 Q2	$43K	Hold	783	–	–	0.02%	10
2021 Q1	$43K	Hold	783	–	–	0.02%	9
2020 Q4	$44K	Hold	783	–	–	0.02%	9
2020 Q3	$44K	Buy	+783	New	+$43.6K	0.02%	9

Other funds holding IAGG

MMI

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

NFA

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAS

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Kopp Family Office's IAGG Position: Q2 2026 in Review

Kopp Family Office held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 839 shares worth $42.5K. The position accounts for 0.03% of the portfolio, ranked #26.

Kopp Family Office first reported a position in IAGG in Q3 2020 and has held it in 24 quarters since. The position peaked at $47K in Q4 2021. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Kopp Family Office held 839 shares of iShares Core International Aggregate Bond Fund worth $42.5K as of Q2 2026.
Kopp Family Office left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
iShares Core International Aggregate Bond Fund made up 0.03% of Kopp Family Office's portfolio in Q2 2026, its #26 holding.
Kopp Family Office first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and has held it in 24 quarters since.
Kopp Family Office's iShares Core International Aggregate Bond Fund position peaked at $47K in Q4 2021.
276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Kopp Family Office's 13F filing for Q2 2026, filed 9 Jul 2026.