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M Holdings Securities’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

M Holdings Securities’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
-12,258
Closed -$613K – 210
2026
Q1 		$613K Sell
12,258
-4,629
-27% -$233K 0.04% 233
2025
Q4 		$845K Buy
+16,887
New +$868K 0.06% 210
2021
Q2 		– Sell
-4,053
Closed -$222K – 336
2021
Q1 		$222K Buy
+4,053
New +$225K 0.02% 449

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

M Holdings Securities's IAGG Position: Q2 2026 in Review

M Holdings Securities sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 12,258 shares — an estimated $613K sold.

M Holdings Securities first reported a position in IAGG in Q1 2021 and held it in 3 quarters. The position peaked at $845K in Q4 2025. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • M Holdings Securities reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 12,258 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $613K.
  • M Holdings Securities first reported a position in iShares Core International Aggregate Bond Fund in Q1 2021 and held it in 3 quarters.
  • M Holdings Securities's iShares Core International Aggregate Bond Fund position peaked at $845K in Q4 2025.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.