Note Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Note Advisors’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	$978K	Sell	19,332 -601	-3%	-$30.1K	0.42%	37
2026 Q1	$997K	Buy	19,933 +1,198	+6%	+$60.2K	0.5%	37
2025 Q4	$940K	Sell	18,735 -2,026	-10%	-$104K	0.48%	40
2025 Q3	$1.06M	Buy	20,761 +705	+4%	+$36K	0.63%	34
2025 Q2	$1.02M	Buy	20,056 +1,923	+11%	+$97.4K	0.71%	33
2025 Q1	$906K	Buy	18,133 +626	+4%	+$31.3K	0.75%	31
2024 Q4	$874K	Buy	+17,507	New	+$903K	0.77%	34

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

Note Advisors's IAGG Position: Q2 2026 in Review

Note Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 3% in Q2 2026, selling an estimated $30.1K and leaving 19,332 shares worth $978K. The position accounts for 0.42% of the portfolio, ranked #37.

Note Advisors first reported a position in IAGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q3 2025. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Note Advisors held 19,332 shares of iShares Core International Aggregate Bond Fund worth $978K as of Q2 2026.
Note Advisors sold 601 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $30.1K.
iShares Core International Aggregate Bond Fund made up 0.42% of Note Advisors's portfolio in Q2 2026, its #37 holding.
Note Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 7 quarters since.
Note Advisors's iShares Core International Aggregate Bond Fund position peaked at $1.06M in Q3 2025.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Note Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.