LifePlan Investment Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

LifePlan Investment Advisors’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	$5.3M	Sell	104,740 -30,427	-23%	-$1.52M	1.82%	12
2026 Q1	$6.76M	Buy	135,167 +9,611	+8%	+$483K	2.66%	8
2025 Q4	$6.28M	Buy	125,556 +4,476	+4%	+$230K	2.56%	7
2025 Q3	$6.2M	Buy	121,080 +5,576	+5%	+$285K	2.6%	7
2025 Q2	$5.9M	Buy	115,504 +18,831	+19%	+$954K	2.93%	5
2025 Q1	$4.83M	Buy	96,673 +3,879	+4%	+$194K	2.78%	7
2024 Q4	$4.63M	Sell	92,794 -4,654	-5%	-$240K	2.87%	7
2024 Q3	$5.05M	Buy	97,448 +3,928	+4%	+$201K	3.23%	7
2024 Q2	$4.67M	Buy	93,520 +6,869	+8%	+$342K	3.36%	5
2024 Q1	$4.33M	Buy	86,651 +4,538	+6%	+$225K	3.45%	7
2023 Q4	$4.09M	Buy	82,113 +1,424	+2%	+$70.4K	3.74%	8
2023 Q3	$3.94M	Sell	80,689 -478	-0.6%	-$23.5K	4.18%	7
2023 Q2	$4M	Buy	+81,167	New	+$3.98M	4.47%	5

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LifePlan Investment Advisors's IAGG Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 23% in Q2 2026, selling an estimated $1.52M and leaving 104,740 shares worth $5.3M. The position accounts for 1.82% of the portfolio, ranked #12.

LifePlan Investment Advisors first reported a position in IAGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.76M in Q1 2026. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

LifePlan Investment Advisors held 104,740 shares of iShares Core International Aggregate Bond Fund worth $5.3M as of Q2 2026.
LifePlan Investment Advisors sold 30,427 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.52M.
iShares Core International Aggregate Bond Fund made up 1.82% of LifePlan Investment Advisors's portfolio in Q2 2026, its #12 holding.
LifePlan Investment Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's iShares Core International Aggregate Bond Fund position peaked at $6.76M in Q1 2026.
564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.