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

Phillips Financial Management’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 		$5.74M Sell
113,497
-48,565
-30% -$2.43M 0.42% 43
2026
Q1 		$8.11M Sell
162,062
-60,030
-27% -$3.02M 0.59% 33
2025
Q4 		$11.1M Sell
222,092
-11,860
-5% -$610K 0.72% 27
2025
Q3 		$12M Sell
233,952
-17,854
-7% -$912K 0.79% 28
2025
Q2 		$12.9M Sell
251,806
-9,322
-4% -$472K 0.93% 27
2025
Q1 		$13.1M Sell
261,128
-15,749
-6% -$787K 1.01% 26
2024
Q4 		$13.8M Sell
276,877
-83,245
-23% -$4.3M 1.09% 25
2024
Q3 		$18.7M Sell
360,122
-30,573
-8% -$1.56M 1.45% 21
2024
Q2 		$19.5M Sell
390,695
-21,746
-5% -$1.08M 1.61% 19
2024
Q1 		$20.6M Sell
412,441
-23,053
-5% -$1.14M 1.69% 19
2023
Q4 		$21.7M Sell
435,494
-12,784
-3% -$632K 1.88% 17
2023
Q3 		$21.9M Sell
448,278
-1,163
-0.3% -$57.1K 2.07% 13
2023
Q2 		$22.2M Buy
449,441
+7,153
+2% +$351K 2.06% 13
2023
Q1 		$21.6M Sell
442,288
-789
-0.2% -$38.3K 2.09% 13
2022
Q4 		$21.1M Sell
443,077
-32,898
-7% -$1.61M 2.14% 13
2022
Q3 		$23M Buy
475,975
+3,748
+0.8% +$188K 2.54% 11
2022
Q2 		$23.5M Sell
472,227
-81,413
-15% -$4.12M 2.55% 12
2022
Q1 		$28.9M Buy
553,640
+16,798
+3% +$894K 2.73% 11
2021
Q4 		$29.3M Buy
536,842
+34,739
+7% +$1.91M 2.87% 10
2021
Q3 		$27.6M Buy
502,103
+43,526
+9% +$2.42M 2.86% 9
2021
Q2 		$25.3M Buy
458,577
+46,293
+11% +$2.54M 2.6% 13
2021
Q1 		$22.6M Buy
412,284
+38,881
+10% +$2.15M 2.78% 11
2020
Q4 		$21M Buy
373,403
+44,134
+13% +$2.47M 2.87% 11
2020
Q3 		$18.3M Buy
329,269
+30,070
+10% +$1.67M 2.87% 12
2020
Q2 		$16.7M Buy
299,199
+2,019
+0.7% +$112K 2.73% 12
2020
Q1 		$16.2M Buy
297,180
+2,641
+0.9% +$146K 3.21% 10
2019
Q4 		$16.1M Buy
294,539
+30,496
+12% +$1.68M 2.65% 11
2019
Q3 		$14.7M Buy
264,043
+51,314
+24% +$2.84M 2.59% 12
2019
Q2 		$11.6M Buy
212,729
+22,194
+12% +$1.19M 2.12% 13
2019
Q1 		$10.1M Buy
190,535
+19,021
+11% +$1M 1.93% 13
2018
Q4 		$8.96M Buy
171,514
+17,953
+12% +$936K 1.91% 12
2018
Q3 		$7.99M Buy
153,561
+16,769
+12% +$880K 1.64% 14
2018
Q2 		$7.21M Buy
136,792
+15,209
+13% +$798K 1.52% 16
2018
Q1 		$6.4M Buy
121,583
+11,672
+11% +$608K 1.39% 16
2017
Q4 		$5.74M Buy
109,911
+10,504
+11% +$547K 1.21% 18
2017
Q3 		$5.14M Buy
99,407
+10,632
+12% +$551K 1.13% 22
2017
Q2 		$4.59M Buy
88,775
+17,642
+25% +$918K 1.05% 21
2017
Q1 		$3.7M Buy
71,133
+17,433
+32% +$898K 0.9% 25
2016
Q4 		$2.77M Buy
53,700
+13,464
+33% +$705K 0.69% 30
2016
Q3 		$2.13M Buy
40,236
+21,543
+115% +$1.15M 0.57% 32
2016
Q2 		$994K Buy
+18,693
New +$971K 0.27% 49

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

Phillips Financial Management's IAGG Position: Q2 2026 in Review

Phillips Financial Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 30% in Q2 2026, selling an estimated $2.43M and leaving 113,497 shares worth $5.74M. The position accounts for 0.42% of the portfolio, ranked #43.

Phillips Financial Management first reported a position in IAGG in Q2 2016 and has held it in 41 quarters since. The position peaked at $29.3M in Q4 2021. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Phillips Financial Management held 113,497 shares of iShares Core International Aggregate Bond Fund worth $5.74M as of Q2 2026.
  • Phillips Financial Management sold 48,565 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $2.43M.
  • iShares Core International Aggregate Bond Fund made up 0.42% of Phillips Financial Management's portfolio in Q2 2026, its #43 holding.
  • Phillips Financial Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2016 and has held it in 41 quarters since.
  • Phillips Financial Management's iShares Core International Aggregate Bond Fund position peaked at $29.3M in Q4 2021.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.