Resurgent Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Resurgent Financial 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	–	Sell	-10,151	Closed	-$508K	–	323
2026 Q1	$508K	Buy	10,151 +745	+8%	+$37.4K	0.18%	135
2025 Q4	$470K	Buy	9,406 +233	+3%	+$12K	0.24%	123
2025 Q3	$470K	Buy	9,173 +483	+6%	+$24.7K	0.23%	128
2025 Q2	$444K	Buy	+8,690	New	+$440K	0.24%	118
2023 Q1	–	Sell	-805	Closed	-$38.3K	–	549
2022 Q4	$38.3K	Buy	+805	New	+$39.3K	0.02%	481

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

Resurgent Financial Advisors's IAGG Position: Q2 2026 in Review

Resurgent Financial Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 10,151 shares — an estimated $508K sold.

Resurgent Financial Advisors first reported a position in IAGG in Q4 2022 and held it in 5 quarters. The position peaked at $508K in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Resurgent Financial Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Resurgent Financial Advisors sold 10,151 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $508K.
Resurgent Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's iShares Core International Aggregate Bond Fund position peaked at $508K in Q1 2026.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.