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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
Q2 		$612K Buy
12,088
+2,151
+22% +$108K 0.04% 90
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

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

Summit Financial Strategies's IAGG Position: Q2 2026 in Review

Summit Financial Strategies increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 22% in Q2 2026, buying an estimated $108K and bringing the position to 12,088 shares worth $612K. The position accounts for 0.04% of the portfolio, ranked #90.

Summit Financial Strategies first reported a position in IAGG in Q4 2023 and has held it in 11 quarters since. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Summit Financial Strategies held 12,088 shares of iShares Core International Aggregate Bond Fund worth $612K as of Q2 2026.
  • Summit Financial Strategies bought 2,151 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $108K.
  • iShares Core International Aggregate Bond Fund made up 0.04% of Summit Financial Strategies's portfolio in Q2 2026, its #90 holding.
  • Summit Financial Strategies first reported a position in iShares Core International Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.