Lodestar Private Asset Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Lodestar Private Asset Management’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	$7.1M	Buy	140,274 +3,990	+3%	+$200K	0.61%	43
2026 Q1	$6.82M	Buy	136,284 +3,605	+3%	+$181K	0.67%	43
2025 Q4	$6.64M	Buy	132,679 +6,360	+5%	+$327K	0.67%	43
2025 Q3	$6.47M	Buy	126,319 +3,356	+3%	+$171K	0.68%	43
2025 Q2	$6.28M	Buy	122,963 +4,388	+4%	+$222K	0.72%	39
2025 Q1	$5.93M	Buy	118,575 +10,183	+9%	+$509K	0.75%	38
2024 Q4	$5.41M	Buy	108,392 +3,378	+3%	+$174K	0.68%	40
2024 Q3	$5.44M	Sell	105,014 -2,330	-2%	-$119K	0.69%	41
2024 Q2	$5.36M	Buy	107,344 +2,043	+2%	+$102K	0.74%	38
2024 Q1	$5.26M	Buy	105,301 +2,781	+3%	+$138K	0.75%	38
2023 Q4	$5.11M	Buy	102,520 +15,743	+18%	+$778K	0.78%	37
2023 Q3	$4.23M	Buy	86,777 +30,321	+54%	+$1.49M	0.72%	40
2023 Q2	$2.78M	Buy	56,456 +986	+2%	+$48.3K	0.47%	53
2023 Q1	$2.72M	Buy	55,470 +2,094	+4%	+$102K	0.48%	50
2022 Q4	$2.54M	Buy	+53,376	New	+$2.61M	0.49%	50

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

Lodestar Private Asset Management's IAGG Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 2.9% in Q2 2026, buying an estimated $200K and bringing the position to 140,274 shares worth $7.1M. The position accounts for 0.61% of the portfolio, ranked #43.

Lodestar Private Asset Management first reported a position in IAGG in Q4 2022 and has held it in 15 quarters since. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Lodestar Private Asset Management held 140,274 shares of iShares Core International Aggregate Bond Fund worth $7.1M as of Q2 2026.
Lodestar Private Asset Management bought 3,990 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $200K.
iShares Core International Aggregate Bond Fund made up 0.61% of Lodestar Private Asset Management's portfolio in Q2 2026, its #43 holding.
Lodestar Private Asset Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 15 quarters since.
564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.