Copperleaf Capital’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Copperleaf Capital’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	$1.36M	Buy	+26,628	New	+$1.36M	0.65%	39

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copperleaf Capital's IAGG Position: Q3 2025 in Review

Copperleaf Capital opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q3 2025: 26,628 shares worth $1.36M. The stake represents 0.65% of the portfolio and ranks #39 among its holdings.

573 funds tracked by Wall St. Rank hold IAGG as of Q3 2025.

Copperleaf Capital held 26,628 shares of iShares Core International Aggregate Bond Fund worth $1.36M as of Q3 2025.
iShares Core International Aggregate Bond Fund was a new Copperleaf Capital position in Q3 2025.
iShares Core International Aggregate Bond Fund made up 0.65% of Copperleaf Capital's portfolio in Q3 2025, its #39 holding.
573 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.