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

Level Financial Advisors’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	$288K	Hold	5,700	–	–	0.06%	80
2026 Q1	$285K	Hold	5,700	–	–	0.07%	76
2025 Q4	$285K	Buy	5,700 +34	+0.6%	+$1.75K	0.08%	77
2025 Q3	$290K	Hold	5,666	–	–	0.08%	82
2025 Q2	$289K	Buy	5,666 +175	+3%	+$8.87K	0.09%	77
2025 Q1	$274K	Buy	5,491 +26	+0.5%	+$1.3K	0.09%	76
2024 Q4	$273K	Hold	5,465	–	–	0.1%	71
2024 Q3	$283K	Hold	5,465	–	–	0.11%	67
2024 Q2	$273K	Buy	+5,465	New	+$272K	0.12%	62
2024 Q1	–	Sell	-1,252	Closed	-$62.4K	–	152
2023 Q4	$62.4K	Buy	1,252 +131	+12%	+$6.47K	0.03%	106
2023 Q3	$54.7K	Hold	1,121	–	–	0.03%	105
2023 Q2	$55.3K	Sell	1,121 -245	-18%	-$12K	0.03%	108
2023 Q1	$66.9K	Sell	1,366 -136	-9%	-$6.59K	0.04%	87
2022 Q4	$71K	Buy	1,502 +816	+119%	+$39.8K	0.05%	80
2022 Q3	$33K	Sell	686 -2,378	-78%	-$119K	0.02%	115
2022 Q2	$153K	Sell	3,064 -158	-5%	-$8K	0.11%	56
2022 Q1	$168K	Buy	3,222 +3,215	+45,929%	+$171K	0.13%	48
2021 Q4	$0	Buy	+7	New	+$386	﹤0.01%	268

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

Level Financial Advisors's IAGG Position: Q2 2026 in Review

Level Financial Advisors held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 5,700 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #80.

Level Financial Advisors first reported a position in IAGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $290K in Q3 2025. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Level Financial Advisors held 5,700 shares of iShares Core International Aggregate Bond Fund worth $288K as of Q2 2026.
Level Financial Advisors left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
iShares Core International Aggregate Bond Fund made up 0.06% of Level Financial Advisors's portfolio in Q2 2026, its #80 holding.
Level Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 18 quarters since.
Level Financial Advisors's iShares Core International Aggregate Bond Fund position peaked at $290K in Q3 2025.
564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

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