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IAGG icon

Partners in Financial Planning’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Partners in Financial Planning’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 		$3.1M Buy
62,001
+2,562
+4% +$129K 0.51% 25
2025
Q4 		$2.97M Buy
59,439
+1,096
+2% +$56.4K 0.5% 25
2025
Q3 		$2.99M Buy
58,343
+778
+1% +$39.8K 0.52% 25
2025
Q2 		$2.94M Sell
57,565
-1,793
-3% -$90.8K 0.54% 25
2025
Q1 		$2.97M Buy
59,358
+5,778
+11% +$289K 0.6% 21
2024
Q4 		$2.67M Buy
53,580
+5,566
+12% +$287K 0.55% 24
2024
Q3 		$2.49M Sell
48,014
-121
-0.3% -$6.19K 0.5% 27
2024
Q2 		$2.4M Buy
48,135
+11,418
+31% +$568K 0.52% 27
2024
Q1 		$1.83M Hold
36,717
– – 0.41% 29
2023
Q4 		$1.83M Sell
36,717
-2,524
-6% -$125K 0.43% 30
2023
Q3 		$1.91M Sell
39,241
-101
-0.3% -$4.96K 0.49% 29
2023
Q2 		$1.94M Sell
39,342
-1,167
-3% -$57.2K 0.49% 29
2023
Q1 		$1.98M Sell
40,509
-1,355
-3% -$65.7K 0.52% 30
2022
Q4 		$2.01M Buy
41,864
+17,753
+74% +$867K 0.56% 28
2022
Q3 		$1.19M Buy
24,111
+2,868
+14% +$144K 0.34% 34
2022
Q2 		$1.05M Buy
21,243
+15,920
+299% +$806K 0.33% 34
2022
Q1 		$272K Hold
5,323
– – 0.09% 78
2021
Q4 		$283K Buy
5,323
+61
+1% +$3.36K 0.09% 78
2021
Q3 		$290K Buy
+5,262
New +$293K 0.09% 73

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 $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
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
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 $2.42B AUM 17.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Partners in Financial Planning's IAGG Position: Q1 2026 in Review

Partners in Financial Planning increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 4.3% in Q1 2026, buying an estimated $129K and bringing the position to 62,001 shares worth $3.1M. The position accounts for 0.51% of the portfolio, ranked #25.

Partners in Financial Planning first reported a position in IAGG in Q3 2021 and has held it in 19 quarters since. 666 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Partners in Financial Planning held 62,001 shares of iShares Core International Aggregate Bond Fund worth $3.1M as of Q1 2026.
  • Partners in Financial Planning bought 2,562 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $129K.
  • iShares Core International Aggregate Bond Fund made up 0.51% of Partners in Financial Planning's portfolio in Q1 2026, its #25 holding.
  • Partners in Financial Planning first reported a position in iShares Core International Aggregate Bond Fund in Q3 2021 and has held it in 19 quarters since.
  • 666 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.