Trivium Point Advisory’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Trivium Point Advisory’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	$620K	Buy	+12,249	New	+$614K	0.06%	235
2026 Q1	–	Sell	-7,907	Closed	-$395K	–	298
2025 Q4	$395K	Buy	+7,907	New	+$407K	0.04%	266

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Trivium Point Advisory's IAGG Position: Q2 2026 in Review

Trivium Point Advisory opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026: 12,249 shares worth $620K. The stake represents 0.06% of the portfolio and ranks #235 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in IAGG as recently as Q4 2025.

Trivium Point Advisory first reported a position in IAGG in Q4 2025 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Trivium Point Advisory held 12,249 shares of iShares Core International Aggregate Bond Fund worth $620K as of Q2 2026.
iShares Core International Aggregate Bond Fund was a new Trivium Point Advisory position in Q2 2026.
iShares Core International Aggregate Bond Fund made up 0.06% of Trivium Point Advisory's portfolio in Q2 2026, its #235 holding.
Trivium Point Advisory first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 2 quarters since.
565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.