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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SHP Wealth Management's IAGG Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 35% in Q1 2026, selling an estimated $7.34K and leaving 271 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

SHP Wealth Management first reported a position in IAGG in Q4 2025 and has held it in 2 quarters since. The position peaked at $20.9K in Q4 2025. 667 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • SHP Wealth Management held 271 shares of iShares Core International Aggregate Bond Fund worth $13.6K as of Q1 2026.
  • SHP Wealth Management sold 146 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $7.34K.
  • iShares Core International Aggregate Bond Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #824 holding.
  • SHP Wealth Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Core International Aggregate Bond Fund position peaked at $20.9K in Q4 2025.
  • 667 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.