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Richardson Financial Services’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Richardson Financial Services’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 		$31.2K Sell
617
-63
-9% -$3.16K 0.02% 374
2026
Q1 		$34K Buy
680
+353
+108% +$17.7K 0.02% 352
2025
Q4 		$16.4K Sell
327
-4
-1% -$206 0.01% 427
2025
Q3 		$17K Buy
+331
New +$16.9K 0.01% 393

Other funds holding IAGG

BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WI
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Richardson Financial Services's IAGG Position: Q2 2026 in Review

Richardson Financial Services reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 9.3% in Q2 2026, selling an estimated $3.16K and leaving 617 shares worth $31.2K. The position accounts for 0.02% of the portfolio, ranked #374.

Richardson Financial Services first reported a position in IAGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $34K in Q1 2026. 454 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Richardson Financial Services held 617 shares of iShares Core International Aggregate Bond Fund worth $31.2K as of Q2 2026.
  • Richardson Financial Services sold 63 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $3.16K.
  • iShares Core International Aggregate Bond Fund made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #374 holding.
  • Richardson Financial Services first reported a position in iShares Core International Aggregate Bond Fund in Q3 2025 and has held it in 4 quarters since.
  • Richardson Financial Services's iShares Core International Aggregate Bond Fund position peaked at $34K in Q1 2026.
  • 454 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.