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LiftPoint Family Wealth Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

LiftPoint Family Wealth 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 		– Sell
-6,327
Closed -$317K – 70
2026
Q1 		$317K Buy
6,327
+239
+4% +$12K 0.26% 40
2025
Q4 		$304K Buy
+6,088
New +$313K 0.26% 40

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

LiftPoint Family Wealth Advisors's IAGG Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 6,327 shares — an estimated $317K sold.

LiftPoint Family Wealth Advisors first reported a position in IAGG in Q4 2025 and held it in 2 quarters. The position peaked at $317K in Q1 2026. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • LiftPoint Family Wealth Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • LiftPoint Family Wealth Advisors sold 6,327 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $317K.
  • LiftPoint Family Wealth Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and held it in 2 quarters.
  • LiftPoint Family Wealth Advisors's iShares Core International Aggregate Bond Fund position peaked at $317K in Q1 2026.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.