Hoxton Planning & Management
IAGG icon

Hoxton Planning & Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Hoxton Planning & Management’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
Q3 		$338K Sell
6,863
-131
-2% -$6.52K 0.09% 155
2026
Q2 		$354K Sell
6,994
-37,060
-84% -$1.86M 0.09% 156
2026
Q1 		$2.2M Buy
44,054
+6,981
+19% +$351K 0.66% 36
2025
Q4 		$1.85M Sell
37,073
-5,533
-13% -$284K 0.55% 40
2025
Q3 		$2.18M Buy
42,606
+4,572
+12% +$234K 0.7% 33
2025
Q2 		$1.94M Buy
38,034
+32,571
+596% +$1.65M 0.67% 32
2025
Q1 		$273K Sell
5,463
-259
-5% -$12.9K 0.1% 159
2024
Q4 		$286K Buy
5,722
+476
+9% +$24.6K 0.11% 164
2024
Q3 		$272K Sell
5,246
-147
-3% -$7.52K 0.11% 162
2024
Q2 		$269K Buy
5,393
+328
+6% +$16.3K 0.13% 124
2024
Q1 		$253K Buy
5,065
+108
+2% +$5.35K 0.12% 134
2023
Q4 		$247K Sell
4,957
-317
-6% -$15.7K 0.13% 123
2023
Q3 		$257K Buy
5,274
+236
+5% +$11.6K 0.17% 113
2023
Q2 		$248K Sell
5,038
-535
-10% -$26.2K 0.15% 119
2023
Q1 		$273K Sell
5,573
-1,223
-18% -$59.3K 0.15% 125
2022
Q4 		$323K Buy
+6,796
New +$332K 0.17% 113

Other funds holding IAGG

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

Hoxton Planning & Management's IAGG Position: Q3 2026 in Review

Hoxton Planning & Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 1.9% in Q3 2026, selling an estimated $6.52K and leaving 6,863 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #155.

Hoxton Planning & Management first reported a position in IAGG in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.2M in Q1 2026. 166 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Hoxton Planning & Management held 6,863 shares of iShares Core International Aggregate Bond Fund worth $338K as of Q3 2026.
  • Hoxton Planning & Management sold 131 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $6.52K.
  • iShares Core International Aggregate Bond Fund made up 0.09% of Hoxton Planning & Management's portfolio in Q3 2026, its #155 holding.
  • Hoxton Planning & Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's iShares Core International Aggregate Bond Fund position peaked at $2.2M in Q1 2026.
  • 166 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.