Running Point Capital Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Running Point Capital Advisors’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
2025 Q4	–	Sell	-415	Closed	-$21.3K	–	195
2025 Q3	$21.3K	Hold	415	–	–	0.01%	169
2025 Q2	$21.2K	Hold	415	–	–	0.01%	159
2025 Q1	$20.7K	Buy	415 +45	+12%	+$2.25K	0.01%	150
2024 Q4	$18.5K	Buy	+370	New	+$19.1K	0.01%	141
2022 Q4	–	Sell	-545	Closed	-$26K	–	222
2022 Q3	$26K	Hold	545	–	–	0.02%	174
2022 Q2	$27K	Hold	545	–	–	0.02%	177
2022 Q1	$28K	Buy	+545	New	+$29K	0.02%	174
2021 Q4	–	Sell	-1,720	Closed	-$95K	–	139
2021 Q3	$95K	Buy	1,720 +1,175	+216%	+$65.4K	0.04%	116
2021 Q2	$30K	Buy	+545	New	+$29.9K	0.01%	126

Other funds holding IAGG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMI

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Running Point Capital Advisors's IAGG Position: Q4 2025 in Review

Running Point Capital Advisors sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2025, closing a stake of 415 shares — an estimated $21.3K sold.

Running Point Capital Advisors first reported a position in IAGG in Q2 2021 and held it in 9 quarters. The position peaked at $95K in Q3 2021. 629 funds tracked by Wall St. Rank hold IAGG as of Q4 2025.

Running Point Capital Advisors reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
Running Point Capital Advisors sold 415 iShares Core International Aggregate Bond Fund shares in Q4 2025, an estimated $21.3K.
Running Point Capital Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q2 2021 and held it in 9 quarters.
Running Point Capital Advisors's iShares Core International Aggregate Bond Fund position peaked at $95K in Q3 2021.
629 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.