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

Values Added 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	$20.1M	Buy	396,650 +65,763	+20%	+$3.3M	7.25%	2
2026 Q1	$16.6M	Buy	330,887 +133,231	+67%	+$6.7M	6.97%	2
2025 Q4	$9.88M	Sell	197,656 -123,334	-38%	-$6.34M	4.17%	4
2025 Q3	$16.4M	Buy	320,990 +36,687	+13%	+$1.87M	7.31%	2
2025 Q2	$14.5M	Buy	284,303 +276,166	+3,394%	+$14M	7.04%	2
2025 Q1	$407K	Sell	8,137 -3,347	-29%	-$167K	0.23%	77
2024 Q4	$573K	Buy	11,484 +15	+0.1%	+$774	0.33%	55
2024 Q3	$594K	Hold	11,469	–	–	0.37%	48
2024 Q2	$573K	Hold	11,469	–	–	0.41%	43
2024 Q1	$573K	Hold	11,469	–	–	0.45%	45
2023 Q4	$571K	Sell	11,469 -203	-2%	-$10K	0.47%	40
2023 Q3	$569K	Sell	11,672 -300	-3%	-$14.7K	0.52%	39
2023 Q2	$590K	Buy	+11,972	New	+$587K	0.55%	36

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

Values Added Financial's IAGG Position: Q2 2026 in Review

Values Added Financial increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 20% in Q2 2026, buying an estimated $3.3M and bringing the position to 396,650 shares worth $20.1M. The position accounts for 7.25% of the portfolio, ranked #2.

Values Added Financial first reported a position in IAGG in Q2 2023 and has held it in 13 quarters since. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Values Added Financial held 396,650 shares of iShares Core International Aggregate Bond Fund worth $20.1M as of Q2 2026.
Values Added Financial bought 65,763 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $3.3M.
iShares Core International Aggregate Bond Fund made up 7.25% of Values Added Financial's portfolio in Q2 2026, its #2 holding.
Values Added Financial first reported a position in iShares Core International Aggregate Bond Fund in Q2 2023 and has held it in 13 quarters since.
564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.