Shared Vision Wealth Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Shared Vision Wealth 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 Q2	$496K	Sell	9,796 -56,687	-85%	-$2.84M	0.17%	73
2026 Q1	$3.33M	Buy	66,483 +11,671	+21%	+$587K	1.36%	19
2025 Q4	$2.75M	Buy	54,812 +1,472	+3%	+$75.7K	1.11%	23
2025 Q3	$2.76M	Buy	53,340 +17,594	+49%	+$899K	1.17%	20
2025 Q2	$1.82M	Buy	+35,746	New	+$1.81M	0.91%	22

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

Shared Vision Wealth Group's IAGG Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 85% in Q2 2026, selling an estimated $2.84M and leaving 9,796 shares worth $496K. The position accounts for 0.17% of the portfolio, ranked #73.

Shared Vision Wealth Group first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.33M in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Shared Vision Wealth Group held 9,796 shares of iShares Core International Aggregate Bond Fund worth $496K as of Q2 2026.
Shared Vision Wealth Group sold 56,687 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $2.84M.
iShares Core International Aggregate Bond Fund made up 0.17% of Shared Vision Wealth Group's portfolio in Q2 2026, its #73 holding.
Shared Vision Wealth Group first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
Shared Vision Wealth Group's iShares Core International Aggregate Bond Fund position peaked at $3.33M in Q1 2026.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.