Creative Planning
IAGG icon

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

Creative 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
2026
Q2 		$110M Sell
2,181,893
-196,213
-8% -$9.83M 0.06% 140
2026
Q1 		$119M Buy
2,378,106
+2,163,625
+1,009% +$109M 0.08% 111
2025
Q4 		$10.7M Buy
214,481
+83,088
+63% +$4.27M 0.01% 588
2025
Q3 		$6.73M Buy
131,393
+93
+0.1% +$4.75K 0.01% 730
2025
Q2 		$6.71M Buy
131,300
+124,824
+1,927% +$6.32M 0.01% 662
2025
Q1 		$324K Sell
6,476
-2,568
-28% -$128K ﹤0.01% 2685
2024
Q4 		$451K Buy
9,044
+2,476
+38% +$128K ﹤0.01% 2322
2024
Q3 		$340K Sell
6,568
-3,265
-33% -$167K ﹤0.01% 2421
2024
Q2 		$491K Buy
9,833
+1,307
+15% +$65K ﹤0.01% 1959
2024
Q1 		$426K Sell
8,526
-857
-9% -$42.4K ﹤0.01% 1968
2023
Q4 		$467K Sell
9,383
-1,961
-17% -$96.9K ﹤0.01% 1759
2023
Q3 		$553K Sell
11,344
-3,119
-22% -$153K ﹤0.01% 1496
2023
Q2 		$713K Buy
14,463
+568
+4% +$27.8K ﹤0.01% 1324
2023
Q1 		$680K Sell
13,895
-450
-3% -$21.8K ﹤0.01% 1294
2022
Q4 		$682K Sell
14,345
-8,403
-37% -$410K ﹤0.01% 1249
2022
Q3 		$1.1M Sell
22,748
-385
-2% -$19.3K ﹤0.01% 929
2022
Q2 		$1.15M Sell
23,133
-690
-3% -$34.9K ﹤0.01% 913
2022
Q1 		$1.24M Sell
23,823
-5,153
-18% -$274K ﹤0.01% 887
2021
Q4 		$1.58M Sell
28,976
-1,323
-4% -$72.9K ﹤0.01% 772
2021
Q3 		$1.67M Sell
30,299
-1,210
-4% -$67.3K ﹤0.01% 738
2021
Q2 		$1.74M Buy
31,509
+2,295
+8% +$126K ﹤0.01% 729
2021
Q1 		$1.6M Buy
29,214
+9,448
+48% +$524K ﹤0.01% 818
2020
Q4 		$1.11M Buy
19,766
+12,525
+173% +$700K ﹤0.01% 897
2020
Q3 		$403K Buy
+7,241
New +$403K ﹤0.01% 1248
2019
Q4 		– Sell
-8,800
Closed -$491K – 2049
2019
Q3 		$491K Buy
+8,800
New +$487K ﹤0.01% 1075

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning's IAGG Position: Q2 2026 in Review

Creative Planning reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 8.3% in Q2 2026, selling an estimated $9.83M and leaving 2,181,893 shares worth $110M. The position accounts for 0.06% of the portfolio, ranked #140.

Creative Planning first reported a position in IAGG in Q3 2019 and has held it in 25 quarters since. The position peaked at $119M in Q1 2026. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Creative Planning held 2,181,893 shares of iShares Core International Aggregate Bond Fund worth $110M as of Q2 2026.
  • Creative Planning sold 196,213 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $9.83M.
  • iShares Core International Aggregate Bond Fund made up 0.06% of Creative Planning's portfolio in Q2 2026, its #140 holding.
  • Creative Planning first reported a position in iShares Core International Aggregate Bond Fund in Q3 2019 and has held it in 25 quarters since.
  • Creative Planning's iShares Core International Aggregate Bond Fund position peaked at $119M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.