SFS
IAGG icon

Summit Financial Strategies’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Summit Financial Strategies’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 		$497K Sell
9,937
-1,883
-16% -$94.6K 0.04% 97
2025
Q4 		$591K Buy
11,820
+1,876
+19% +$96.5K 0.05% 85
2025
Q3 		$509K Buy
9,944
+1,001
+11% +$51.2K 0.04% 91
2025
Q2 		$457K Sell
8,943
-2,613
-23% -$132K 0.04% 93
2025
Q1 		$578K Buy
11,556
+1,691
+17% +$84.5K 0.06% 77
2024
Q4 		$492K Buy
9,865
+3,617
+58% +$187K 0.05% 82
2024
Q3 		$324K Buy
6,248
+1,487
+31% +$76K 0.04% 113
2024
Q2 		$238K Buy
4,761
+422
+10% +$21K 0.03% 123
2024
Q1 		$217K Buy
4,339
+81
+2% +$4.01K 0.03% 135
2023
Q4 		$212K Buy
+4,258
New +$210K 0.03% 133

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $3.26B AUM 12.5% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return