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Plante Moran Financial Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Plante Moran Financial Advisors’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 		– Sell
-273
Closed -$13.7K – 801
2025
Q4 		$13.7K Buy
+273
New +$14K ﹤0.01% 517
2025
Q3 		– Sell
-92
Closed -$4.7K – 823
2025
Q2 		$4.7K Buy
+92
New +$4.66K ﹤0.01% 635
2025
Q1 		– Sell
-11
Closed -$549 – 867
2024
Q4 		$549 Hold
11
– – ﹤0.01% 845
2024
Q3 		$570 Buy
+11
New +$562 ﹤0.01% 814
2024
Q2 		– Sell
-8
Closed -$400 – 833
2024
Q1 		$400 Buy
+8
New +$396 ﹤0.01% 806
2023
Q3 		– Sell
-7
Closed -$345 – 807
2023
Q2 		$345 Buy
+7
New +$343 ﹤0.01% 756
2022
Q3 		– Sell
-381
Closed -$19K – 947
2022
Q2 		$19K Buy
+381
New +$19.3K ﹤0.01% 476
2020
Q2 		– Sell
-380
Closed -$21K – 794
2020
Q1 		$21K Buy
+380
New +$21K 0.01% 379

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
TWIM
TIAA Wealth Investment Management New York $15B 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 $250B AUM 21.32% 1-Year Est. Return

Plante Moran Financial Advisors's IAGG Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q1 2026, closing a stake of 273 shares — an estimated $13.7K sold.

Plante Moran Financial Advisors first reported a position in IAGG in Q1 2020 and held it in 8 quarters. The position peaked at $21K in Q1 2020. 671 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 273 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $13.7K.
  • Plante Moran Financial Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q1 2020 and held it in 8 quarters.
  • Plante Moran Financial Advisors's iShares Core International Aggregate Bond Fund position peaked at $21K in Q1 2020.
  • 671 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.