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 Q3	–	Hold	0	–	–	–	39
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

BWMG

Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Prosperity Planning's IAGG Position: Q3 2026 in Review

Prosperity Planning held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q3 2026 at 0 shares worth $2.17M. The position accounts for 0.48% of the portfolio, ranked #39.

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. 28 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

Prosperity Planning held 0 shares of iShares Core International Aggregate Bond Fund worth $2.17M as of Q3 2026.
Prosperity Planning left its iShares Core International Aggregate Bond Fund share count unchanged in Q3 2026.
iShares Core International Aggregate Bond Fund made up 0.48% of Prosperity Planning's portfolio in Q3 2026, its #39 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.
28 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.