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

Theory Financial’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
-41,440
Closed -$2.07M – 101
2026
Q1 		$2.07M Buy
41,440
+2,783
+7% +$140K 0.73% 45
2025
Q4 		$1.94M Buy
38,657
+1,520
+4% +$78.2K 0.65% 45
2025
Q3 		$1.92M Buy
37,137
+3,014
+9% +$154K 0.68% 44
2025
Q2 		$1.74M Buy
+34,123
New +$1.73M 0.66% 42

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

Theory Financial's IAGG Position: Q2 2026 in Review

Theory Financial sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 41,440 shares — an estimated $2.07M sold.

Theory Financial first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $2.07M in Q1 2026. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Theory Financial reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Theory Financial sold 41,440 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $2.07M.
  • Theory Financial first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
  • Theory Financial's iShares Core International Aggregate Bond Fund position peaked at $2.07M in Q1 2026.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Theory Financial's 13F filing for Q2 2026, filed 31 Jul 2026.