OGF
IAGG icon

Orin Green Financial’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Orin Green Financial’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 		$3.81M Buy
75,394
+3,245
+4% +$163K 1.41% 20
2026
Q1 		$3.61M Buy
72,149
+3,426
+5% +$172K 1.48% 18
2025
Q4 		$3.44M Buy
68,723
+4,767
+7% +$245K 1.37% 19
2025
Q3 		$3.28M Buy
63,956
+6,205
+11% +$317K 1.31% 20
2025
Q2 		$2.95M Buy
57,751
+5,211
+10% +$264K 1.25% 19
2025
Q1 		$2.65M Buy
+52,540
New +$2.63M 1.25% 20
2024
Q4 		– Sell
-48,303
Closed -$2.49M – 21
2024
Q3 		$2.5M Buy
48,303
+3,812
+9% +$195K 1.08% 19
2024
Q2 		$2.22M Buy
+44,491
New +$2.21M 1.02% 20
2024
Q1 		– Sell
-32,636
Closed -$1.62M – 24
2023
Q4 		$1.63M Buy
32,636
+1,007
+3% +$49.8K 0.8% 25
2023
Q3 		$1.54M Buy
31,629
+3,711
+13% +$182K 0.86% 25
2023
Q2 		$1.38M Buy
27,918
+385
+1% +$18.9K 0.72% 27
2023
Q1 		$1.35M Buy
27,533
+1,108
+4% +$53.7K 0.73% 27
2022
Q4 		$1.26M Buy
26,425
+3,978
+18% +$194K 0.74% 27
2022
Q3 		$1.08M Buy
22,447
+3,498
+18% +$175K 0.7% 29
2022
Q2 		$944K Buy
18,949
+1,073
+6% +$54.3K 0.59% 30
2022
Q1 		$932K Buy
17,876
+28
+0.2% +$1.49K 0.61% 31
2021
Q4 		$943K Buy
17,848
+1,438
+9% +$79.2K 0.68% 30
2021
Q3 		$903K Buy
16,410
+381
+2% +$21.2K 0.63% 31
2021
Q2 		$883K Buy
16,029
+1,325
+9% +$72.8K 0.62% 31
2021
Q1 		$807K Buy
14,704
+616
+4% +$34.1K 0.66% 31
2020
Q4 		$792K Buy
+14,088
New +$787K 0.63% 32

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

Orin Green Financial's IAGG Position: Q2 2026 in Review

Orin Green Financial increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 4.5% in Q2 2026, buying an estimated $163K and bringing the position to 75,394 shares worth $3.81M. The position accounts for 1.41% of the portfolio, ranked #20.

Orin Green Financial first reported a position in IAGG in Q4 2020 and has held it in 21 quarters since. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Orin Green Financial held 75,394 shares of iShares Core International Aggregate Bond Fund worth $3.81M as of Q2 2026.
  • Orin Green Financial bought 3,245 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $163K.
  • iShares Core International Aggregate Bond Fund made up 1.41% of Orin Green Financial's portfolio in Q2 2026, its #20 holding.
  • Orin Green Financial first reported a position in iShares Core International Aggregate Bond Fund in Q4 2020 and has held it in 21 quarters since.
  • 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.