Patriot Financial Group Insurance Agency’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Patriot Financial Group Insurance Agency’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	$320K	Sell	6,331 -42,411	-87%	-$2.13M	0.03%	376
2026 Q1	$2.44M	Buy	48,742 +26,031	+115%	+$1.31M	0.14%	182
2025 Q4	$1.14M	Sell	22,711 -1,405	-6%	-$72.2K	0.14%	190
2025 Q3	$1.24M	Buy	24,116 +2,960	+14%	+$151K	0.16%	168
2025 Q2	$1.08M	Buy	+21,156	New	+$1.07M	0.12%	195
2022 Q3	–	Sell	-90	Closed	-$4K	–	1085
2022 Q2	$4K	Hold	90	–	–	﹤0.01%	1552
2022 Q1	$5K	Hold	90	–	–	﹤0.01%	1608
2021 Q4	$5K	Hold	90	–	–	﹤0.01%	1706
2021 Q3	$5K	Hold	90	–	–	﹤0.01%	1692
2021 Q2	$5K	Hold	90	–	–	﹤0.01%	1654
2021 Q1	$5K	Hold	90	–	–	﹤0.01%	1555
2020 Q4	$5K	Hold	90	–	–	﹤0.01%	1432
2020 Q3	$5K	Hold	90	–	–	﹤0.01%	1226
2020 Q2	$5K	Sell	90 -213	-70%	-$11.8K	﹤0.01%	1176
2020 Q1	$17K	Buy	303 +90	+42%	+$4.98K	0.01%	704
2019 Q4	$12K	Hold	213	–	–	﹤0.01%	794
2019 Q3	$12K	Hold	213	–	–	0.01%	767
2019 Q2	$12K	Hold	213	–	–	0.01%	764
2019 Q1	$11K	Hold	213	–	–	0.01%	683
2018 Q4	$11K	Hold	213	–	–	0.01%	595
2018 Q3	$11K	Buy	+213	New	+$11.2K	0.01%	611
2018 Q2	–	Sell	-213	Closed	-$11K	–	728
2018 Q1	$11K	Hold	213	–	–	0.01%	583
2017 Q4	$11K	Buy	+213	New	+$11.1K	0.01%	571

Other funds holding IAGG

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IAGG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 87% in Q2 2026, selling an estimated $2.13M and leaving 6,331 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #376.

Patriot Financial Group Insurance Agency first reported a position in IAGG in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.44M in Q1 2026. 376 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Patriot Financial Group Insurance Agency held 6,331 shares of iShares Core International Aggregate Bond Fund worth $320K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 42,411 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $2.13M.
iShares Core International Aggregate Bond Fund made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #376 holding.
Patriot Financial Group Insurance Agency first reported a position in iShares Core International Aggregate Bond Fund in Q4 2017 and has held it in 23 quarters since.
Patriot Financial Group Insurance Agency's iShares Core International Aggregate Bond Fund position peaked at $2.44M in Q1 2026.
376 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.