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Cornerstone Planning Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Cornerstone Planning Group’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 		$285K Sell
5,731
-41,277
-88% -$2.07M 0.04% 138
2026
Q1 		$2.34M Buy
47,008
+12,582
+37% +$632K 0.31% 45
2025
Q4 		$1.73M Buy
34,426
+3,943
+13% +$203K 0.27% 49
2025
Q3 		$1.58M Buy
30,483
+29,295
+2,466% +$1.5M 0.25% 48
2025
Q2 		$60.9K Buy
1,188
+507
+74% +$25.7K 0.01% 210
2025
Q1 		$34.4K Sell
681
-242
-26% -$12.1K 0.01% 300
2024
Q4 		$46.2K Sell
923
-81
-8% -$4.18K 0.01% 197
2024
Q3 		$51.9K Sell
1,004
-846
-46% -$43.2K 0.01% 183
2024
Q2 		$95K Sell
1,850
-359
-16% -$17.9K 0.03% 138
2024
Q1 		$110K Sell
2,209
-5,304
-71% -$263K 0.03% 110
2023
Q4 		$374K Sell
7,513
-1,231
-14% -$60.8K 0.12% 52
2023
Q3 		$427K Buy
8,744
+352
+4% +$17.3K 0.16% 50
2023
Q2 		$414K Buy
+8,392
New +$411K 0.16% 58
2022
Q4 		$457K Buy
+9,353
New +$457K 0.19% 59

Other funds holding IAGG

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cornerstone Planning Group's IAGG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 88% in Q2 2026, selling an estimated $2.07M and leaving 5,731 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #138.

Cornerstone Planning Group first reported a position in IAGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.34M in Q1 2026. 376 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Cornerstone Planning Group held 5,731 shares of iShares Core International Aggregate Bond Fund worth $285K as of Q2 2026.
  • Cornerstone Planning Group sold 41,277 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $2.07M.
  • iShares Core International Aggregate Bond Fund made up 0.04% of Cornerstone Planning Group's portfolio in Q2 2026, its #138 holding.
  • Cornerstone Planning Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares Core International Aggregate Bond Fund position peaked at $2.34M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.