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 Q3	$1.5M	Buy	30,476 +15,223	+100%	+$757K	1.26%	22
2026 Q2	$772K	Buy	15,253 +286	+2%	+$14.3K	0.62%	34
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Prospect Financial Group's IAGG Position: Q3 2026 in Review

Prospect Financial Group increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 100% in Q3 2026, buying an estimated $757K and bringing the position to 30,476 shares worth $1.5M. The position accounts for 1.26% of the portfolio, ranked #22.

Prospect Financial Group first reported a position in IAGG in Q4 2024 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Prospect Financial Group held 30,476 shares of iShares Core International Aggregate Bond Fund worth $1.5M as of Q3 2026.
Prospect Financial Group bought 15,223 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $757K.
iShares Core International Aggregate Bond Fund made up 1.26% of Prospect Financial Group's portfolio in Q3 2026, its #22 holding.
Prospect Financial Group first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 8 quarters since.
339 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Prospect Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.