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SHP Wealth Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

SHP Wealth Management’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 		$13.7K Hold
271
– – ﹤0.01% 877
2026
Q1 		$13.6K Sell
271
-146
-35% -$7.34K ﹤0.01% 824
2025
Q4 		$20.9K Buy
+417
New +$21.4K ﹤0.01% 677

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
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
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SHP Wealth Management's IAGG Position: Q2 2026 in Review

SHP Wealth Management held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q2 2026 at 271 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

SHP Wealth Management first reported a position in IAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.9K in Q4 2025. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • SHP Wealth Management held 271 shares of iShares Core International Aggregate Bond Fund worth $13.7K as of Q2 2026.
  • SHP Wealth Management left its iShares Core International Aggregate Bond Fund share count unchanged in Q2 2026.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #877 holding.
  • SHP Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $20.9K in Q4 2025.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.