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Briaud Financial Planning’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-259
Closed -$13K – 164
2025
Q2 		$13K Buy
+259
New +$13.1K 0.01% 218

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Briaud Financial Planning's IAGG Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2025, closing a stake of 259 shares — an estimated $13K sold.

Briaud Financial Planning first reported a position in IAGG in Q2 2025 and held it in 1 quarter. The position peaked at $13K in Q2 2025. 576 funds tracked by Wall St. Rank hold IAGG as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 259 iShares Core International Aggregate Bond Fund shares in Q3 2025, an estimated $13K.
  • Briaud Financial Planning first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares Core International Aggregate Bond Fund position peaked at $13K in Q2 2025.
  • 576 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.