TFO
IAGG icon

Tarbox Family Office’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Tarbox Family Office’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 		$547K Buy
10,941
+210
+2% +$10.6K 0.09% 61
2025
Q4 		$537K Buy
10,731
+112
+1% +$5.76K 0.09% 65
2025
Q3 		$544K Sell
10,619
-1
-0% -$51 0.08% 67
2025
Q2 		$543K Sell
10,620
-101
-0.9% -$5.12K 0.08% 65
2025
Q1 		$536K Buy
10,721
+244
+2% +$12.2K 0.09% 66
2024
Q4 		$523K Buy
10,477
+1,469
+16% +$75.8K 0.09% 66
2024
Q3 		$467K Buy
9,008
+169
+2% +$8.64K 0.08% 73
2024
Q2 		$441K Buy
8,839
+975
+12% +$48.5K 0.08% 69
2024
Q1 		$393K Buy
7,864
+1,308
+20% +$64.8K 0.07% 76
2023
Q4 		$326K Sell
6,556
-460
-7% -$22.7K 0.06% 73
2023
Q3 		$342K Buy
7,016
+533
+8% +$26.2K 0.07% 77
2023
Q2 		$320K Buy
6,483
+58
+0.9% +$2.84K 0.06% 83
2023
Q1 		$315K Sell
6,425
-40
-0.6% -$1.94K 0.06% 79
2022
Q4 		$307K Buy
6,465
+2,227
+53% +$109K 0.07% 80
2022
Q3 		$211K Sell
4,238
-1,227
-22% -$61.5K 0.05% 86
2022
Q2 		$272K Buy
5,465
+1,576
+41% +$79.8K 0.06% 91
2022
Q1 		$203K Buy
3,889
+134
+4% +$7.13K 0.04% 92
2021
Q4 		$205K Buy
3,755
+1,013
+37% +$55.8K 0.04% 122
2021
Q3 		$151K Buy
2,742
+360
+15% +$20K 0.03% 148
2021
Q2 		$131K Buy
2,382
+71
+3% +$3.9K 0.02% 159
2021
Q1 		$127K Buy
2,311
+113
+5% +$6.26K 0.03% 137
2020
Q4 		$124K Buy
2,198
+389
+22% +$21.7K 0.03% 139
2020
Q3 		$101K Buy
+1,809
New +$101K 0.02% 143

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 $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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

Tarbox Family Office's IAGG Position: Q1 2026 in Review

Tarbox Family Office increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 2% in Q1 2026, buying an estimated $10.6K and bringing the position to 10,941 shares worth $547K. The position accounts for 0.09% of the portfolio, ranked #61.

Tarbox Family Office first reported a position in IAGG in Q3 2020 and has held it in 23 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Tarbox Family Office held 10,941 shares of iShares Core International Aggregate Bond Fund worth $547K as of Q1 2026.
  • Tarbox Family Office bought 210 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $10.6K.
  • iShares Core International Aggregate Bond Fund made up 0.09% of Tarbox Family Office's portfolio in Q1 2026, its #61 holding.
  • Tarbox Family Office first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and has held it in 23 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.