Planned Solutions’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-1,978	Closed	-$102K	–	343
2024 Q3	$102K	Buy	+1,978	New	+$101K	0.04%	200
2024 Q1	–	Sell	-1,591	Closed	-$79.2K	–	287
2023 Q4	$79.2K	Buy	+1,591	New	+$78.6K	0.04%	217
2021 Q1	–	Sell	-744	Closed	-$42K	–	215
2020 Q4	$42K	Buy	744 +21	+3%	+$1.17K	0.03%	225
2020 Q3	$40K	Buy	+723	New	+$40.3K	0.04%	174

Other funds holding IAGG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planned Solutions's IAGG Position: Q4 2024 in Review

Planned Solutions sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2024, closing a stake of 1,978 shares — an estimated $102K sold.

Planned Solutions first reported a position in IAGG in Q3 2020 and held it in 4 quarters. The position peaked at $102K in Q3 2024. 388 funds tracked by Wall St. Rank hold IAGG as of Q4 2024.

Planned Solutions reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1,978 iShares Core International Aggregate Bond Fund shares in Q4 2024, an estimated $102K.
Planned Solutions first reported a position in iShares Core International Aggregate Bond Fund in Q3 2020 and held it in 4 quarters.
Planned Solutions's iShares Core International Aggregate Bond Fund position peaked at $102K in Q3 2024.
388 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.