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Strategic Financial Concepts’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Strategic Financial Concepts’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
2025
Q4 		– Sell
-27,048
Closed -$1.39M – 191
2025
Q3 		$1.39M Sell
27,048
-446
-2% -$22.8K 0.2% 61
2025
Q2 		$1.4M Buy
+27,494
New +$1.39M 0.2% 62

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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 $86.1B AUM 29.11% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Financial Concepts's IAGG Position: Q4 2025 in Review

Strategic Financial Concepts sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2025, closing a stake of 27,048 shares — an estimated $1.39M sold.

Strategic Financial Concepts first reported a position in IAGG in Q2 2025 and held it in 2 quarters. The position peaked at $1.4M in Q2 2025. 631 funds tracked by Wall St. Rank hold IAGG as of Q4 2025.

  • Strategic Financial Concepts reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 27,048 iShares Core International Aggregate Bond Fund shares in Q4 2025, an estimated $1.39M.
  • Strategic Financial Concepts first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's iShares Core International Aggregate Bond Fund position peaked at $1.4M in Q2 2025.
  • 631 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.