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

Prospect Financial Group’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	$749K	Sell	14,967 -3	-0%	-$151	0.69%	33
2025 Q4	$749K	Buy	14,970 +153	+1%	+$7.87K	0.7%	35
2025 Q3	$759K	Sell	14,817 -13	-0.1%	-$664	0.74%	32
2025 Q2	$758K	Buy	14,830 +51	+0.3%	+$2.58K	0.79%	31
2025 Q1	$739K	Buy	14,779 +201	+1%	+$10K	0.94%	29
2024 Q4	$728K	Buy	+14,578	New	+$752K	0.9%	29

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

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

Prospect Financial Group's IAGG Position: Q1 2026 in Review

Prospect Financial Group reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 0.02% in Q1 2026, selling an estimated $151 and leaving 14,967 shares worth $749K. The position accounts for 0.69% of the portfolio, ranked #33.

Prospect Financial Group first reported a position in IAGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $759K in Q3 2025. 665 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

Prospect Financial Group held 14,967 shares of iShares Core International Aggregate Bond Fund worth $749K as of Q1 2026.
Prospect Financial Group sold 3 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $151.
iShares Core International Aggregate Bond Fund made up 0.69% of Prospect Financial Group's portfolio in Q1 2026, its #33 holding.
Prospect Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 6 quarters since.
Prospect Financial Group's iShares Core International Aggregate Bond Fund position peaked at $759K in Q3 2025.
665 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.