OFG
IAGG icon

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

Oxford Financial Group’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
2025
Q4 		– Sell
-337
Closed -$17.3K – 295
2025
Q3 		$17.3K Buy
+337
New +$17.2K ﹤0.01% 261

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oxford Financial Group's IAGG Position: Q4 2025 in Review

Oxford Financial Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2025, closing a stake of 337 shares — an estimated $17.3K sold.

Oxford Financial Group first reported a position in IAGG in Q3 2025 and held it in 1 quarter. The position peaked at $17.3K in Q3 2025. 634 funds tracked by Wall St. Rank hold IAGG as of Q4 2025.

  • Oxford Financial Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Oxford Financial Group sold 337 iShares Core International Aggregate Bond Fund shares in Q4 2025, an estimated $17.3K.
  • Oxford Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q3 2025 and held it in 1 quarter.
  • Oxford Financial Group's iShares Core International Aggregate Bond Fund position peaked at $17.3K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2025.

Based on Oxford Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.