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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
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% -$7.51K 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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Hoxton Planning & Management's IAGG Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 84% in Q2 2026, selling an estimated $1.86M and leaving 6,994 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #156.

Hoxton Planning & Management first reported a position in IAGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.2M in Q1 2026. 115 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Hoxton Planning & Management held 6,994 shares of iShares Core International Aggregate Bond Fund worth $354K as of Q2 2026.
  • Hoxton Planning & Management sold 37,060 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.86M.
  • iShares Core International Aggregate Bond Fund made up 0.09% of Hoxton Planning & Management's portfolio in Q2 2026, its #156 holding.
  • Hoxton Planning & Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's iShares Core International Aggregate Bond Fund position peaked at $2.2M in Q1 2026.
  • 115 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.