PFG
IAGG icon

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

PAX 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
Q1 		$7.23M Buy
144,391
+8,462
+6% +$425K 1.23% 25
2025
Q4 		$6.8M Buy
135,929
+8,589
+7% +$442K 1.17% 23
2025
Q3 		$6.52M Buy
127,340
+5,666
+5% +$290K 1.18% 24
2025
Q2 		$6.22M Buy
121,674
+74,341
+157% +$3.77M 1.19% 24
2025
Q1 		$2.37M Buy
47,333
+76
+0.2% +$3.8K 0.42% 60
2024
Q4 		$2.36M Sell
47,257
-1,015
-2% -$52.4K 0.42% 56
2024
Q3 		$2.5M Sell
48,272
-784
-2% -$40.1K 0.45% 52
2024
Q2 		$2.45M Sell
49,056
-841
-2% -$41.8K 0.48% 56
2024
Q1 		$2.49M Sell
49,897
-2,809
-5% -$139K 0.5% 49
2023
Q4 		$2.6M Sell
52,706
-2,801
-5% -$138K 0.54% 46
2023
Q3 		$2.71M Sell
55,507
-779
-1% -$38.2K 0.62% 38
2023
Q2 		$2.77M Buy
56,286
+844
+2% +$41.4K 0.63% 35
2023
Q1 		$2.71M Sell
55,442
-1,933
-3% -$93.7K 0.65% 35
2022
Q4 		$2.73M Sell
57,375
-3,567
-6% -$174K 0.69% 37
2022
Q3 		$2.94M Sell
60,942
-2,113
-3% -$106K 0.75% 32
2022
Q2 		$3.14M Buy
63,055
+1,396
+2% +$70.7K 0.79% 29
2022
Q1 		$3.21M Buy
61,659
+2,531
+4% +$135K 0.75% 28
2021
Q4 		$3.22M Buy
59,128
+4,317
+8% +$238K 0.72% 27
2021
Q3 		$3.02M Buy
54,811
+6,700
+14% +$373K 0.74% 26
2021
Q2 		$2.65M Buy
48,111
+1,956
+4% +$107K 0.67% 25
2021
Q1 		$2.53M Buy
46,155
+1,329
+3% +$73.6K 0.71% 25
2020
Q4 		$2.52M Sell
44,826
-1,186
-3% -$66.3K 0.79% 23
2020
Q3 		$2.56M Buy
46,012
+463
+1% +$25.8K 0.9% 23
2020
Q2 		$2.54M Sell
45,549
-2,493
-5% -$138K 0.97% 22
2020
Q1 		$2.66M Buy
48,042
+1,545
+3% +$85.5K 1.13% 19
2019
Q4 		$2.59M Buy
+46,497
New +$2.56M 1.11% 25

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PAX Financial Group's IAGG Position: Q1 2026 in Review

PAX Financial Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 6.2% in Q1 2026, buying an estimated $425K and bringing the position to 144,391 shares worth $7.23M. The position accounts for 1.23% of the portfolio, ranked #25.

PAX Financial Group first reported a position in IAGG in Q4 2019 and has held it in 26 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • PAX Financial Group held 144,391 shares of iShares Core International Aggregate Bond Fund worth $7.23M as of Q1 2026.
  • PAX Financial Group bought 8,462 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $425K.
  • iShares Core International Aggregate Bond Fund made up 1.23% of PAX Financial Group's portfolio in Q1 2026, its #25 holding.
  • PAX Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 26 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.