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

Pinion Investment 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	$486K	Sell	9,602 -17,612	-65%	-$882K	0.09%	130
2026 Q1	$1.36M	Buy	27,214 +12,374	+83%	+$622K	0.32%	52
2025 Q4	$742K	Sell	14,840 -1,953	-12%	-$100K	0.18%	85
2025 Q3	$868K	Buy	16,793 +10,522	+168%	+$538K	0.24%	75
2025 Q2	$320K	Buy	+6,271	New	+$318K	0.11%	124

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

Pinion Investment Advisors's IAGG Position: Q2 2026 in Review

Pinion Investment Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 65% in Q2 2026, selling an estimated $882K and leaving 9,602 shares worth $486K. The position accounts for 0.09% of the portfolio, ranked #130.

Pinion Investment Advisors first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Pinion Investment Advisors held 9,602 shares of iShares Core International Aggregate Bond Fund worth $486K as of Q2 2026.
Pinion Investment Advisors sold 17,612 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $882K.
iShares Core International Aggregate Bond Fund made up 0.09% of Pinion Investment Advisors's portfolio in Q2 2026, its #130 holding.
Pinion Investment Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
Pinion Investment Advisors's iShares Core International Aggregate Bond Fund position peaked at $1.36M in Q1 2026.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.