LPL Financial
IAGG icon

LPL Financial’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

LPL Financial’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
Q1 		$552M Buy
11,025,231
+1,149,296
+12% +$57.8M 0.15% 139
2025
Q4 		$494M Buy
9,875,935
+709,894
+8% +$36.5M 0.13% 149
2025
Q3 		$470M Buy
9,166,041
+1,070,952
+13% +$54.7M 0.14% 145
2025
Q2 		$414M Buy
8,095,089
+7,067,505
+688% +$358M 0.14% 143
2025
Q1 		$51.4M Sell
1,027,584
-167,283
-14% -$8.36M 0.02% 679
2024
Q4 		$59.6M Buy
1,194,867
+183,085
+18% +$9.45M 0.02% 576
2024
Q3 		$52.4M Buy
1,011,782
+196,916
+24% +$10.1M 0.02% 595
2024
Q2 		$40.7M Buy
814,866
+131,416
+19% +$6.54M 0.02% 640
2024
Q1 		$34.1M Buy
683,450
+74,552
+12% +$3.69M 0.02% 696
2023
Q4 		$30.3M Buy
608,898
+46,363
+8% +$2.29M 0.02% 692
2023
Q3 		$27.4M Sell
562,535
-13,578
-2% -$666K 0.02% 673
2023
Q2 		$28.4M Buy
576,113
+16,463
+3% +$807K 0.02% 646
2023
Q1 		$27.4M Buy
559,650
+63,711
+13% +$3.09M 0.02% 631
2022
Q4 		$23.6M Buy
495,939
+31,227
+7% +$1.52M 0.02% 644
2022
Q3 		$22.5M Sell
464,712
-69,260
-13% -$3.47M 0.02% 599
2022
Q2 		$26.6M Buy
533,972
+181,313
+51% +$9.18M 0.03% 525
2022
Q1 		$18.4M Buy
352,659
+147,872
+72% +$7.87M 0.02% 701
2021
Q4 		$11.2M Buy
204,787
+40,456
+25% +$2.23M 0.01% 958
2021
Q3 		$9.04M Buy
164,331
+29,548
+22% +$1.64M 0.01% 1017
2021
Q2 		$7.43M Buy
134,783
+38,636
+40% +$2.12M 0.01% 1082
2021
Q1 		$5.28M Sell
96,147
-8,324
-8% -$461K 0.01% 1203
2020
Q4 		$5.87M Buy
104,471
+20,691
+25% +$1.16M 0.01% 1029
2020
Q3 		$4.66M Buy
83,780
+36,579
+77% +$2.04M 0.01% 997
2020
Q2 		$2.63M Sell
47,201
-7,509
-14% -$415K ﹤0.01% 1202
2020
Q1 		$2.99M Sell
54,710
-75,828
-58% -$4.19M 0.01% 971
2019
Q4 		$7.15M Buy
130,538
+7,892
+6% +$435K 0.01% 696
2019
Q3 		$6.84M Buy
122,646
+3,450
+3% +$191K 0.01% 668
2019
Q2 		$6.49M Buy
119,196
+8,532
+8% +$457K 0.01% 673
2019
Q1 		$5.92M Buy
110,664
+42,208
+62% +$2.22M 0.01% 692
2018
Q4 		$3.57M Buy
68,456
+7,128
+12% +$372K 0.01% 824
2018
Q3 		$3.21M Buy
61,328
+244
+0.4% +$12.8K 0.01% 926
2018
Q2 		$3.22M Buy
61,084
+2,962
+5% +$155K 0.01% 904
2018
Q1 		$3.06M Buy
58,122
+22,141
+62% +$1.15M 0.01% 902
2017
Q4 		$1.87M Buy
35,981
+9,889
+38% +$515K 0.01% 1113
2017
Q3 		$1.35M Buy
26,092
+5,903
+29% +$306K ﹤0.01% 1230
2017
Q2 		$1.05M Buy
20,189
+3,186
+19% +$166K ﹤0.01% 1346
2017
Q1 		$882K Buy
17,003
+8,993
+112% +$463K 0.01% 1341
2016
Q4 		$415K Sell
8,010
-13,329
-62% -$698K ﹤0.01% 1899
2016
Q3 		$1.14M Buy
21,339
+15,157
+245% +$809K 0.01% 1099
2016
Q2 		$330K Buy
6,182
+2,142
+53% +$111K ﹤0.01% 1997
2016
Q1 		$209K Buy
+4,040
New +$206K ﹤0.01% 2768

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

LPL Financial's IAGG Position: Q1 2026 in Review

LPL Financial increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 12% in Q1 2026, buying an estimated $57.8M and bringing the position to 11,025,231 shares worth $552M. The position accounts for 0.15% of the portfolio, ranked #139.

LPL Financial first reported a position in IAGG in Q1 2016 and has held it in 41 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • LPL Financial held 11,025,231 shares of iShares Core International Aggregate Bond Fund worth $552M as of Q1 2026.
  • LPL Financial bought 1,149,296 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $57.8M.
  • iShares Core International Aggregate Bond Fund made up 0.15% of LPL Financial's portfolio in Q1 2026, its #139 holding.
  • LPL Financial first reported a position in iShares Core International Aggregate Bond Fund in Q1 2016 and has held it in 41 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.