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Valmark Advisers’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Valmark Advisers’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 		$4.35M Sell
86,041
-1,554
-2% -$77.9K 0.05% 168
2026
Q1 		$4.38M Sell
87,595
-295
-0.3% -$14.8K 0.05% 152
2025
Q4 		$4.4M Buy
87,890
+21,848
+33% +$1.12M 0.05% 145
2025
Q3 		$3.38M Buy
66,042
+1,866
+3% +$95.4K 0.04% 161
2025
Q2 		$3.28M Buy
64,176
+9,225
+17% +$467K 0.05% 155
2025
Q1 		$2.75M Buy
54,951
+3,209
+6% +$160K 0.04% 162
2024
Q4 		$2.58M Buy
51,742
+21,176
+69% +$1.09M 0.04% 171
2024
Q3 		$1.58M Sell
30,566
-87
-0.3% -$4.45K 0.02% 227
2024
Q2 		$1.53M Buy
30,653
+937
+3% +$46.6K 0.03% 216
2024
Q1 		$1.48M Buy
29,716
+2,529
+9% +$125K 0.03% 216
2023
Q4 		$1.35M Buy
27,187
+3,519
+15% +$174K 0.03% 205
2023
Q3 		$1.15M Sell
23,668
-1,040
-4% -$51K 0.02% 201
2023
Q2 		$1.22M Buy
24,708
+2,237
+10% +$110K 0.02% 198
2023
Q1 		$1.1M Buy
22,471
+912
+4% +$44.2K 0.02% 210
2022
Q4 		$1.03M Sell
21,559
-73
-0.3% -$3.56K 0.02% 210
2022
Q3 		$1.04M Buy
21,632
+950
+5% +$47.6K 0.02% 182
2022
Q2 		$1.03M Sell
20,682
-3,798
-16% -$192K 0.02% 188
2022
Q1 		$1.28M Buy
24,480
+265
+1% +$14.1K 0.02% 175
2021
Q4 		$1.32M Sell
24,215
-1,197
-5% -$65.9K 0.02% 166
2021
Q3 		$1.4M Buy
25,412
+86
+0.3% +$4.79K 0.03% 145
2021
Q2 		$1.4M Buy
25,326
+1,315
+5% +$72.2K 0.03% 149
2021
Q1 		$1.32M Sell
24,011
-284
-1% -$15.7K 0.03% 151
2020
Q4 		$1.37M Buy
24,295
+2,631
+12% +$147K 0.03% 139
2020
Q3 		$1.21M Buy
21,664
+1,874
+9% +$104K 0.03% 119
2020
Q2 		$1.1M Buy
19,790
+1,032
+6% +$57K 0.03% 108
2020
Q1 		$1.03M Buy
+18,758
New +$1.04M 0.03% 95

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

Valmark Advisers's IAGG Position: Q2 2026 in Review

Valmark Advisers reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.8% in Q2 2026, selling an estimated $77.9K and leaving 86,041 shares worth $4.35M. The position accounts for 0.05% of the portfolio, ranked #168.

Valmark Advisers first reported a position in IAGG in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.4M in Q4 2025. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Valmark Advisers held 86,041 shares of iShares Core International Aggregate Bond Fund worth $4.35M as of Q2 2026.
  • Valmark Advisers sold 1,554 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $77.9K.
  • iShares Core International Aggregate Bond Fund made up 0.05% of Valmark Advisers's portfolio in Q2 2026, its #168 holding.
  • Valmark Advisers first reported a position in iShares Core International Aggregate Bond Fund in Q1 2020 and has held it in 26 quarters since.
  • Valmark Advisers's iShares Core International Aggregate Bond Fund position peaked at $4.4M in Q4 2025.
  • 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.