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

Unify Financial Advisors’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 		$785K Sell
15,512
-3,653
-19% -$183K 0.72% 39
2026
Q1 		$959K Buy
19,165
+3,168
+20% +$159K 1% 28
2025
Q4 		$800K Buy
+15,997
New +$823K 0.83% 31

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Unify Financial Advisors's IAGG Position: Q2 2026 in Review

Unify Financial Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 19% in Q2 2026, selling an estimated $183K and leaving 15,512 shares worth $785K. The position accounts for 0.72% of the portfolio, ranked #39.

Unify Financial Advisors first reported a position in IAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $959K in Q1 2026. 175 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Unify Financial Advisors held 15,512 shares of iShares Core International Aggregate Bond Fund worth $785K as of Q2 2026.
  • Unify Financial Advisors sold 3,653 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $183K.
  • iShares Core International Aggregate Bond Fund made up 0.72% of Unify Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Unify Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's iShares Core International Aggregate Bond Fund position peaked at $959K in Q1 2026.
  • 175 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.