Prosperity Planning’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Prosperity Planning’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 Q2	–	Hold	0	–	–	–	41
2026 Q1	–	Hold	0	–	–	–	39
2025 Q4	–	Hold	0	–	–	–	38
2025 Q3	–	Hold	0	–	–	–	38
2025 Q2	–	Hold	0	–	–	–	38
2025 Q1	–	Hold	0	–	–	–	38
2024 Q4	–	Hold	0	–	–	–	38
2024 Q3	–	Sell	-37,162	Closed	-$1.9M	–	38
2024 Q2	$1.86M	Buy	+37,162	New	+$1.85M	0.63%	34
2024 Q1	–	Hold	0	–	–	–	34
2023 Q4	–	Hold	0	–	–	–	34
2023 Q3	–	Hold	0	–	–	–	33
2023 Q2	–	Hold	0	–	–	–	34
2023 Q1	–	Hold	0	–	–	–	34
2022 Q4	–	Hold	0	–	–	–	32
2022 Q3	–	Hold	0	–	–	–	32
2022 Q2	–	Hold	0	–	–	–	32
2022 Q1	–	Hold	0	–	–	–	49
2021 Q4	–	Hold	0	–	–	–	48
2021 Q3	–	Hold	0	–	–	–	50
2021 Q2	–	Hold	0	–	–	–	47
2021 Q1	–	Hold	0	–	–	–	50
2020 Q4	–	Hold	0	–	–	–	47

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prosperity Planning's IAGG Position: Q2 2026 in Review

Prosperity Planning held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 0 shares worth $2.16M. The position accounts for 0.49% of the portfolio, ranked #41.

Prosperity Planning first reported a position in IAGG in Q2 2024 and has held it in 1 quarter since. The position peaked at $1.86M in Q2 2024. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

Prosperity Planning held 0 shares of iShares Core International Aggregate Bond Fund worth $2.16M as of Q2 2026.
Prosperity Planning left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
iShares Core International Aggregate Bond Fund made up 0.49% of Prosperity Planning's portfolio in Q2 2026, its #41 holding.
Prosperity Planning first reported a position in iShares Core International Aggregate Bond Fund in Q2 2024 and has held it in 1 quarter since.
Prosperity Planning's iShares Core International Aggregate Bond Fund position peaked at $1.86M in Q2 2024.
563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.