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

Pinnacle Family 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
Q1 		$283K Buy
5,659
+339
+6% +$17K 0.13% 108
2025
Q4 		$266K Buy
5,320
+590
+12% +$30.3K 0.12% 117
2025
Q3 		$242K Buy
4,730
+385
+9% +$19.7K 0.11% 110
2025
Q2 		$222K Buy
+4,345
New +$220K 0.11% 118

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 $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Pinnacle Family Advisors's IAGG Position: Q1 2026 in Review

Pinnacle Family Advisors increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 6.4% in Q1 2026, buying an estimated $17K and bringing the position to 5,659 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #108.

Pinnacle Family Advisors first reported a position in IAGG in Q2 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Pinnacle Family Advisors held 5,659 shares of iShares Core International Aggregate Bond Fund worth $283K as of Q1 2026.
  • Pinnacle Family Advisors bought 339 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $17K.
  • iShares Core International Aggregate Bond Fund made up 0.13% of Pinnacle Family Advisors's portfolio in Q1 2026, its #108 holding.
  • Pinnacle Family Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 4 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.