Root Financial Partners
IAGG icon

Root Financial Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Root Financial Partners’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 		$9.8K Buy
+200
New +$9.9K ﹤0.01% 1920
2026
Q2 		– Sell
-4
Closed -$200 – 1680
2026
Q1 		$200 Sell
4
-7
-64% -$352 ﹤0.01% 3155
2025
Q4 		$550 Sell
11
-311
-97% -$16K ﹤0.01% 2193
2025
Q3 		$16.5K Buy
+322
New +$16.5K ﹤0.01% 1212

Other funds holding IAGG

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Root Financial Partners's IAGG Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Core International Aggregate Bond Fund (IAGG) in Q3 2026: 200 shares worth $9.8K. The stake represents ﹤0.01% of the portfolio and ranks #1920 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IAGG as recently as Q1 2026.

Root Financial Partners first reported a position in IAGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.5K in Q3 2025. 340 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Root Financial Partners held 200 shares of iShares Core International Aggregate Bond Fund worth $9.8K as of Q3 2026.
  • iShares Core International Aggregate Bond Fund was a new Root Financial Partners position in Q3 2026.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1920 holding.
  • Root Financial Partners first reported a position in iShares Core International Aggregate Bond Fund in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Core International Aggregate Bond Fund position peaked at $16.5K in Q3 2025.
  • 340 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.