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

PlanWiser Financial’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
2025
Q2 		– Sell
-49,830
Closed -$2.53M – 49
2025
Q1 		$2.53M Buy
+49,830
New +$2.49M 2.29% 17

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PlanWiser Financial's IAGG Position: Q2 2025 in Review

PlanWiser Financial sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2025, closing a stake of 49,830 shares — an estimated $2.53M sold.

PlanWiser Financial first reported a position in IAGG in Q1 2025 and held it in 1 quarter. The position peaked at $2.53M in Q1 2025. 553 funds tracked by Wall St. Rank hold IAGG as of Q2 2025.

  • PlanWiser Financial reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • PlanWiser Financial sold 49,830 iShares Core International Aggregate Bond Fund shares in Q2 2025, an estimated $2.53M.
  • PlanWiser Financial first reported a position in iShares Core International Aggregate Bond Fund in Q1 2025 and held it in 1 quarter.
  • PlanWiser Financial's iShares Core International Aggregate Bond Fund position peaked at $2.53M in Q1 2025.
  • 553 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2025.

Based on PlanWiser Financial's 13F filing for Q2 2025, filed 14 Aug 2025.