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

Strategic Financial Partners’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	-79,630	Closed	-$3.98M	–	90
2026 Q1	$3.98M	Buy	79,630 +23,882	+43%	+$1.2M	1.72%	13
2025 Q4	$2.79M	Buy	55,748 +5,912	+12%	+$304K	1.21%	20
2025 Q3	$2.55M	Sell	49,836 -192	-0.4%	-$9.81K	1.17%	19
2025 Q2	$2.56M	Buy	+50,028	New	+$2.53M	1.19%	21
2024 Q2	–	Sell	-6,526	Closed	-$326K	–	70
2024 Q1	$326K	Buy	+6,526	New	+$323K	0.18%	57
2023 Q4	–	Sell	-6,046	Closed	-$295K	–	72
2023 Q3	$295K	Sell	6,046 -31,260	-84%	-$1.53M	0.18%	57
2023 Q2	$1.84M	Buy	+37,306	New	+$1.83M	1.05%	22
2020 Q2	–	Sell	-6,970	Closed	-$381K	–	63
2020 Q1	$381K	Sell	6,970 -7,106	-50%	-$393K	0.41%	43
2019 Q4	$771K	Buy	+14,076	New	+$776K	0.63%	29

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

Strategic Financial Partners's IAGG Position: Q2 2026 in Review

Strategic Financial Partners sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 79,630 shares — an estimated $3.98M sold.

Strategic Financial Partners first reported a position in IAGG in Q4 2019 and held it in 9 quarters. The position peaked at $3.98M in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Strategic Financial Partners reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
Strategic Financial Partners sold 79,630 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $3.98M.
Strategic Financial Partners first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and held it in 9 quarters.
Strategic Financial Partners's iShares Core International Aggregate Bond Fund position peaked at $3.98M in Q1 2026.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.