PP
IAGG icon

PDS Planning’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

PDS 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
Q2 		$12.8M Buy
252,280
+19,332
+8% +$969K 0.74% 31
2026
Q1 		$11.7M Buy
232,948
+4,795
+2% +$241K 0.77% 32
2025
Q4 		$11.4M Buy
228,153
+34,824
+18% +$1.79M 0.76% 31
2025
Q3 		$9.9M Sell
193,329
-2,823
-1% -$144K 0.69% 30
2025
Q2 		$10M Sell
196,152
-817
-0.4% -$41.4K 0.75% 29
2025
Q1 		$9.85M Buy
196,969
+46,688
+31% +$2.33M 0.83% 29
2024
Q4 		$7.5M Buy
150,281
+2,168
+1% +$112K 0.67% 28
2024
Q3 		$7.68M Buy
148,113
+4,425
+3% +$226K 0.69% 28
2024
Q2 		$7.17M Sell
143,688
-9,945
-6% -$495K 0.72% 27
2024
Q1 		$7.67M Sell
153,633
-306
-0.2% -$15.2K 0.81% 26
2023
Q4 		$7.67M Buy
153,939
+44,995
+41% +$2.22M 0.87% 23
2023
Q3 		$5.31M Buy
108,944
+1,471
+1% +$72.2K 0.69% 29
2023
Q2 		$5.3M Sell
107,473
-7,186
-6% -$352K 0.68% 30
2023
Q1 		$5.61M Sell
114,659
-6,272
-5% -$304K 0.77% 28
2022
Q4 		$5.75M Buy
120,931
+24,935
+26% +$1.22M 0.92% 27
2022
Q3 		$4.64M Sell
95,996
-48,227
-33% -$2.42M 0.84% 26
2022
Q2 		$7.18M Buy
144,223
+109,847
+320% +$5.56M 1.3% 18
2022
Q1 		$1.79M Sell
34,376
-70,652
-67% -$3.76M 0.32% 46
2021
Q4 		$5.73M Buy
+105,028
New +$5.78M 1.1% 17

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PDS Planning's IAGG Position: Q2 2026 in Review

PDS Planning increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 8.3% in Q2 2026, buying an estimated $969K and bringing the position to 252,280 shares worth $12.8M. The position accounts for 0.74% of the portfolio, ranked #31.

PDS Planning first reported a position in IAGG in Q4 2021 and has held it in 19 quarters since. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • PDS Planning held 252,280 shares of iShares Core International Aggregate Bond Fund worth $12.8M as of Q2 2026.
  • PDS Planning bought 19,332 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $969K.
  • iShares Core International Aggregate Bond Fund made up 0.74% of PDS Planning's portfolio in Q2 2026, its #31 holding.
  • PDS Planning first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 19 quarters since.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.