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

Western Financial Corp’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
-4,332
Closed -$217K – 138
2026
Q1 		$217K Sell
4,332
-50
-1% -$2.51K 0.08% 116
2025
Q4 		$219K Sell
4,382
-179
-4% -$9.2K 0.09% 109
2025
Q3 		$234K Buy
4,561
+66
+1% +$3.37K 0.1% 116
2025
Q2 		$230K Buy
+4,495
New +$228K 0.12% 118

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
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Western Financial Corp's IAGG Position: Q2 2026 in Review

Western Financial Corp sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 4,332 shares — an estimated $217K sold.

Western Financial Corp first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $234K in Q3 2025. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Western Financial Corp reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Western Financial Corp sold 4,332 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $217K.
  • Western Financial Corp first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
  • Western Financial Corp's iShares Core International Aggregate Bond Fund position peaked at $234K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.