SHIM
IAGG icon

Stone House Investment Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Stone House Investment Management’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 		$151K Sell
2,991
-201,766
-99% -$10.1M 0.02% 109
2026
Q1 		$10.2M Buy
204,757
+12,694
+7% +$638K 1.84% 20
2025
Q4 		$9.61M Buy
192,063
+9,401
+5% +$483K 1.49% 21
2025
Q3 		$9.36M Buy
182,662
+8,645
+5% +$442K 1.58% 20
2025
Q2 		$8.89M Buy
174,017
+172,347
+10,320% +$8.73M 1.63% 20
2025
Q1 		$83.5K Buy
+1,670
New +$83.5K 0.02% 109
2024
Q4 		– Sell
-2,046
Closed -$106K – 190
2024
Q3 		$106K Buy
2,046
+14
+0.7% +$716 0.02% 75
2024
Q2 		$101K Sell
2,032
-150
-7% -$7.46K 0.03% 79
2024
Q1 		$109K Hold
2,182
– – 0.03% 77
2023
Q4 		$109K Sell
2,182
-4
-0.2% -$198 0.04% 56
2023
Q3 		$107K Buy
+2,186
New +$107K 0.04% 55
2018
Q1 		– Sell
-4,731
Closed -$246K – 46
2017
Q4 		$246K Buy
4,731
+377
+9% +$19.6K 0.17% 35
2017
Q3 		$225K Buy
+4,354
New +$226K 0.16% 37

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stone House Investment Management's IAGG Position: Q2 2026 in Review

Stone House Investment Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 99% in Q2 2026, selling an estimated $10.1M and leaving 2,991 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #109.

Stone House Investment Management first reported a position in IAGG in Q3 2017 and has held it in 13 quarters since. The position peaked at $10.2M in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Stone House Investment Management held 2,991 shares of iShares Core International Aggregate Bond Fund worth $151K as of Q2 2026.
  • Stone House Investment Management sold 201,766 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $10.1M.
  • iShares Core International Aggregate Bond Fund made up 0.02% of Stone House Investment Management's portfolio in Q2 2026, its #109 holding.
  • Stone House Investment Management first reported a position in iShares Core International Aggregate Bond Fund in Q3 2017 and has held it in 13 quarters since.
  • Stone House Investment Management's iShares Core International Aggregate Bond Fund position peaked at $10.2M in Q1 2026.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.