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Lockerman Financial Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Lockerman Financial Group’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
-4,132
Closed -$207K – 93
2026
Q1 		$207K Buy
+4,132
New +$208K 0.37% 85

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JP Morgan Chase
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Jones Financial Companies
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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

Lockerman Financial Group's IAGG Position: Q2 2026 in Review

Lockerman Financial Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 4,132 shares — an estimated $207K sold.

Lockerman Financial Group first reported a position in IAGG in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Lockerman Financial Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Lockerman Financial Group sold 4,132 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $207K.
  • Lockerman Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2026 and held it in 1 quarter.
  • Lockerman Financial Group's iShares Core International Aggregate Bond Fund position peaked at $207K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.