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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Strategic Financial Partners's IAGG Position: Q1 2026 in Review

Strategic Financial Partners increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 43% in Q1 2026, buying an estimated $1.2M and bringing the position to 79,630 shares worth $3.98M. The position accounts for 1.72% of the portfolio, ranked #13.

Strategic Financial Partners first reported a position in IAGG in Q4 2019 and has held it in 9 quarters since. 665 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Strategic Financial Partners held 79,630 shares of iShares Core International Aggregate Bond Fund worth $3.98M as of Q1 2026.
Strategic Financial Partners bought 23,882 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $1.2M.
iShares Core International Aggregate Bond Fund made up 1.72% of Strategic Financial Partners's portfolio in Q1 2026, its #13 holding.
Strategic Financial Partners first reported a position in iShares Core International Aggregate Bond Fund in Q4 2019 and has held it in 9 quarters since.
665 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.