Mason & Associates (Virginia)’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Mason & Associates (Virginia)’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	$18.9M	Buy	373,233 +6,549	+2%	+$328K	3.93%	7
2026 Q1	$18.3M	Buy	366,684 +15,878	+5%	+$798K	4.2%	6
2025 Q4	$17.5M	Buy	350,806 +51,263	+17%	+$2.64M	3.99%	7
2025 Q3	$15.3M	Hold	299,543	–	–	3.84%	7
2025 Q2	$15.3M	Sell	299,543 -16,824	-5%	-$852K	3.84%	7
2025 Q1	$15.8M	Buy	316,367 +13,542	+4%	+$677K	4.56%	4
2024 Q4	$15.1M	Buy	302,825 +11,275	+4%	+$582K	4.52%	4
2024 Q3	$15.1M	Buy	291,550 +13,734	+5%	+$702K	4.62%	4
2024 Q2	$13.9M	Buy	+277,816	New	+$13.8M	4.55%	4

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

Mason & Associates (Virginia)'s IAGG Position: Q2 2026 in Review

Mason & Associates (Virginia) increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.8% in Q2 2026, buying an estimated $328K and bringing the position to 373,233 shares worth $18.9M. The position accounts for 3.93% of the portfolio, ranked #7.

Mason & Associates (Virginia) first reported a position in IAGG in Q2 2024 and has held it in 9 quarters since. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Mason & Associates (Virginia) held 373,233 shares of iShares Core International Aggregate Bond Fund worth $18.9M as of Q2 2026.
Mason & Associates (Virginia) bought 6,549 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $328K.
iShares Core International Aggregate Bond Fund made up 3.93% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #7 holding.
Mason & Associates (Virginia) first reported a position in iShares Core International Aggregate Bond Fund in Q2 2024 and has held it in 9 quarters since.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.