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Tempus Wealth Planning’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Tempus Wealth Planning’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 		$250K Sell
4,939
-16,151
-77% -$809K 0.05% 248
2026
Q1 		$1.06M Buy
21,090
+10,542
+100% +$530K 0.24% 117
2025
Q4 		$528K Sell
10,548
-5,367
-34% -$276K 0.12% 172
2025
Q3 		$815K Buy
15,915
+4,213
+36% +$215K 0.19% 135
2025
Q2 		$598K Buy
+11,702
New +$593K 0.15% 151

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

Tempus Wealth Planning's IAGG Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 77% in Q2 2026, selling an estimated $809K and leaving 4,939 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #248.

Tempus Wealth Planning first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q1 2026. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Tempus Wealth Planning held 4,939 shares of iShares Core International Aggregate Bond Fund worth $250K as of Q2 2026.
  • Tempus Wealth Planning sold 16,151 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $809K.
  • iShares Core International Aggregate Bond Fund made up 0.05% of Tempus Wealth Planning's portfolio in Q2 2026, its #248 holding.
  • Tempus Wealth Planning first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • Tempus Wealth Planning's iShares Core International Aggregate Bond Fund position peaked at $1.06M in Q1 2026.
  • 563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.