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Sigma Planning Corp’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Sigma Planning Corp’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 		$449K Sell
8,977
-1,497
-14% -$75.2K 0.01% 883
2025
Q4 		$524K Buy
10,474
+546
+5% +$28.1K 0.01% 782
2025
Q3 		$509K Buy
9,928
+88
+0.9% +$4.5K 0.01% 808
2025
Q2 		$503K Buy
+9,840
New +$499K 0.02% 778
2025
Q1 		– Sell
-6,392
Closed -$319K – 1239
2024
Q4 		$319K Buy
+6,392
New +$330K 0.01% 903
2023
Q2 		– Sell
-23,490
Closed -$1.15M – 1280
2023
Q1 		$1.15M Buy
23,490
+2,691
+13% +$130K 0.04% 445
2022
Q4 		$989K Sell
20,799
-264
-1% -$12.9K 0.04% 484
2022
Q3 		$1.02M Sell
21,063
-1,476
-7% -$74K 0.04% 453
2022
Q2 		$1.12M Buy
22,539
+1,537
+7% +$77.8K 0.04% 424
2022
Q1 		$1.09M Sell
21,002
-80
-0.4% -$4.26K 0.03% 499
2021
Q4 		$1.15M Sell
21,082
-170
-0.8% -$9.36K 0.03% 492
2021
Q3 		$1.17M Buy
21,252
+1,842
+9% +$102K 0.04% 491
2021
Q2 		$1.07M Buy
19,410
+1,284
+7% +$70.5K 0.03% 531
2021
Q1 		$994K Buy
18,126
+1,095
+6% +$60.7K 0.03% 502
2020
Q4 		$957K Sell
17,031
-1,760
-9% -$98.3K 0.03% 457
2020
Q3 		$1.05M Buy
18,791
+3,942
+27% +$219K 0.04% 391
2020
Q2 		$827K Buy
14,849
+580
+4% +$32.1K 0.04% 440
2020
Q1 		$780K Buy
14,269
+1,361
+11% +$75.3K 0.05% 374
2019
Q4 		$707K Buy
12,908
+1,342
+12% +$73.9K 0.03% 495
2019
Q3 		$645K Buy
11,566
+501
+5% +$27.7K 0.03% 489
2019
Q2 		$603K Buy
11,065
+3,299
+42% +$177K 0.03% 496
2019
Q1 		$415K Sell
7,766
-2,697
-26% -$142K 0.02% 563
2018
Q4 		$546K Sell
10,463
-1,995
-16% -$104K 0.04% 414
2018
Q3 		$651K Buy
12,458
+3,612
+41% +$190K 0.04% 400
2018
Q2 		$466K Sell
8,846
-365
-4% -$19.2K 0.03% 476
2018
Q1 		$485K Buy
9,211
+1,003
+12% +$52.2K 0.04% 446
2017
Q4 		$427K Buy
8,208
+913
+13% +$47.6K 0.03% 482
2017
Q3 		$377K Sell
7,295
-2,523
-26% -$131K 0.03% 521
2017
Q2 		$509K Sell
9,818
-1,598
-14% -$83.2K 0.05% 404
2017
Q1 		$591K Buy
11,416
+627
+6% +$32.3K 0.06% 346
2016
Q4 		$560K Buy
+10,789
New +$565K 0.06% 322

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $377B AUM 19.32% 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 $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sigma Planning Corp's IAGG Position: Q1 2026 in Review

Sigma Planning Corp reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 14% in Q1 2026, selling an estimated $75.2K and leaving 8,977 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #883.

Sigma Planning Corp first reported a position in IAGG in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.17M in Q3 2021. 663 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Sigma Planning Corp held 8,977 shares of iShares Core International Aggregate Bond Fund worth $449K as of Q1 2026.
  • Sigma Planning Corp sold 1,497 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $75.2K.
  • iShares Core International Aggregate Bond Fund made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #883 holding.
  • Sigma Planning Corp first reported a position in iShares Core International Aggregate Bond Fund in Q4 2016 and has held it in 31 quarters since.
  • Sigma Planning Corp's iShares Core International Aggregate Bond Fund position peaked at $1.17M in Q3 2021.
  • 663 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.