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Prepared Retirement Institute’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Prepared Retirement Institute’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 		$2.45M Buy
49,046
+2,064
+4% +$104K 1.22% 17
2025
Q4 		$2.35M Buy
46,982
+7,554
+19% +$388K 1.18% 17
2025
Q3 		$2.02M Buy
39,428
+9,626
+32% +$492K 1.05% 18
2025
Q2 		$1.52M Buy
29,802
+1,233
+4% +$62.5K 0.9% 20
2025
Q1 		$1.43M Buy
28,569
+5,415
+23% +$271K 0.91% 21
2024
Q4 		$1.16M Buy
23,154
+2,979
+15% +$154K 0.66% 24
2024
Q3 		$1.05M Buy
20,175
+6,259
+45% +$320K 0.63% 24
2024
Q2 		$695K Buy
+13,916
New +$692K 0.46% 27

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prepared Retirement Institute's IAGG Position: Q1 2026 in Review

Prepared Retirement Institute increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 4.4% in Q1 2026, buying an estimated $104K and bringing the position to 49,046 shares worth $2.45M. The position accounts for 1.22% of the portfolio, ranked #17.

Prepared Retirement Institute first reported a position in IAGG in Q2 2024 and has held it in 8 quarters since. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Prepared Retirement Institute held 49,046 shares of iShares Core International Aggregate Bond Fund worth $2.45M as of Q1 2026.
  • Prepared Retirement Institute bought 2,064 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $104K.
  • iShares Core International Aggregate Bond Fund made up 1.22% of Prepared Retirement Institute's portfolio in Q1 2026, its #17 holding.
  • Prepared Retirement Institute first reported a position in iShares Core International Aggregate Bond Fund in Q2 2024 and has held it in 8 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.