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

RCS Financial 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	$501K	Sell	9,904 -2,623	-21%	-$131K	0.24%	67
2026 Q1	$627K	Sell	12,527 -11,292	-47%	-$568K	0.33%	55
2025 Q4	$1.19M	Buy	23,819 +1,160	+5%	+$59.6K	0.51%	41
2025 Q3	$1.16M	Buy	22,659 +5,648	+33%	+$289K	0.51%	38
2025 Q2	$869K	Buy	+17,011	New	+$862K	0.43%	42
2025 Q1	–	Sell	-5,894	Closed	-$294K	–	78
2024 Q4	$294K	Sell	5,894 -58	-1%	-$2.99K	0.16%	66
2024 Q3	$308K	Sell	5,952 -10,172	-63%	-$520K	0.17%	62
2024 Q2	$805K	Sell	16,124 -46,501	-74%	-$2.31M	0.47%	35
2024 Q1	$3.13M	Buy	+62,625	New	+$3.1M	1.93%	11

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

RCS Financial Planning's IAGG Position: Q2 2026 in Review

RCS Financial Planning reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 21% in Q2 2026, selling an estimated $131K and leaving 9,904 shares worth $501K. The position accounts for 0.24% of the portfolio, ranked #67.

RCS Financial Planning first reported a position in IAGG in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.13M in Q1 2024. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

RCS Financial Planning held 9,904 shares of iShares Core International Aggregate Bond Fund worth $501K as of Q2 2026.
RCS Financial Planning sold 2,623 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $131K.
iShares Core International Aggregate Bond Fund made up 0.24% of RCS Financial Planning's portfolio in Q2 2026, its #67 holding.
RCS Financial Planning first reported a position in iShares Core International Aggregate Bond Fund in Q1 2024 and has held it in 9 quarters since.
RCS Financial Planning's iShares Core International Aggregate Bond Fund position peaked at $3.13M in Q1 2024.
563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.