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North Star Investment Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

North Star Investment 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 		$147K Hold
2,905
– – 0.01% 545
2026
Q1 		$145K Hold
2,905
– – 0.01% 541
2025
Q4 		$145K Buy
+2,905
New +$149K 0.01% 493

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
Matson Money Inc
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
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
TIAA Wealth Investment Management
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

North Star Investment Management's IAGG Position: Q2 2026 in Review

North Star Investment Management held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 2,905 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #545.

North Star Investment Management first reported a position in IAGG in Q4 2025 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • North Star Investment Management held 2,905 shares of iShares Core International Aggregate Bond Fund worth $147K as of Q2 2026.
  • North Star Investment Management left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #545 holding.
  • North Star Investment Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.