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

Merit 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 		$4.57M Sell
90,353
-814,659
-90% -$40.8M 0.03% 461
2026
Q1 		$45.3M Buy
905,012
+124,504
+16% +$6.26M 0.34% 64
2025
Q4 		$39M Buy
780,508
+70,228
+10% +$3.61M 0.31% 65
2025
Q3 		$36.4M Buy
710,280
+246,664
+53% +$12.6M 0.33% 61
2025
Q2 		$23.7M Buy
463,616
+375,054
+423% +$19M 0.26% 70
2025
Q1 		$4.43M Sell
88,562
-7,497
-8% -$375K 0.07% 247
2024
Q4 		$4.8M Buy
96,059
+89,862
+1,450% +$4.64M 0.09% 194
2024
Q3 		$321K Buy
6,197
+2,150
+53% +$110K 0.01% 657
2024
Q2 		$202K Sell
4,047
-2,406
-37% -$120K ﹤0.01% 862
2024
Q1 		$321K Sell
6,453
-1,392
-18% -$68.9K 0.01% 685
2023
Q4 		$391K Sell
7,845
-435
-5% -$21.5K 0.01% 545
2023
Q3 		$404K Buy
+8,280
New +$406K 0.01% 506
2022
Q3 		– Sell
-65,860
Closed -$3.28M – 604
2022
Q2 		$3.28M Sell
65,860
-2,254
-3% -$114K 0.1% 131
2022
Q1 		$3.55M Buy
+68,114
New +$3.62M 0.21% 76

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

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

Merit Financial Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 90% in Q2 2026, selling an estimated $40.8M and leaving 90,353 shares worth $4.57M. The position accounts for 0.03% of the portfolio, ranked #461.

Merit Financial Group first reported a position in IAGG in Q1 2022 and has held it in 14 quarters since. The position peaked at $45.3M in Q1 2026. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Merit Financial Group held 90,353 shares of iShares Core International Aggregate Bond Fund worth $4.57M as of Q2 2026.
  • Merit Financial Group sold 814,659 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $40.8M.
  • iShares Core International Aggregate Bond Fund made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #461 holding.
  • Merit Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q1 2022 and has held it in 14 quarters since.
  • Merit Financial Group's iShares Core International Aggregate Bond Fund position peaked at $45.3M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.