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

Total 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
2025
Q4 		– Sell
-23,040
Closed -$1.18M – 60
2025
Q3 		$1.18M Buy
23,040
+86
+0.4% +$4.39K 0.14% 58
2025
Q2 		$1.17M Sell
22,954
-440
-2% -$22.3K 0.15% 57
2025
Q1 		$1.17M Sell
23,394
-90
-0.4% -$4.5K 0.18% 49
2024
Q4 		$1.17M Sell
23,484
-74
-0.3% -$3.82K 0.18% 50
2024
Q3 		$1.22M Sell
23,558
-1,422
-6% -$72.7K 0.19% 47
2024
Q2 		$1.26M Sell
24,980
-165
-0.7% -$8.21K 0.21% 47
2024
Q1 		$1.26M Sell
25,145
-475
-2% -$23.5K 0.22% 48
2023
Q4 		$1.28M Sell
25,620
-5,883
-19% -$291K 0.23% 48
2023
Q3 		$1.54M Hold
31,503
– – 0.31% 44
2023
Q2 		$1.55M Sell
31,503
-53
-0.2% -$2.6K 0.32% 43
2023
Q1 		$1.54M Sell
31,556
-123
-0.4% -$5.96K 0.34% 41
2022
Q4 		$1.51M Buy
31,679
+26,415
+502% +$1.29M 0.37% 42
2022
Q3 		$254K Sell
5,264
-10,740
-67% -$538K 0.07% 72
2022
Q2 		$797K Buy
+16,004
New +$810K 0.23% 50

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
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Total Wealth Planning's IAGG Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q4 2025, closing a stake of 23,040 shares — an estimated $1.18M sold.

Total Wealth Planning first reported a position in IAGG in Q2 2022 and held it in 14 quarters. The position peaked at $1.55M in Q2 2023. 629 funds tracked by Wall St. Rank hold IAGG as of Q4 2025.

  • Total Wealth Planning reported no remaining iShares Core International Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 23,040 iShares Core International Aggregate Bond Fund shares in Q4 2025, an estimated $1.18M.
  • Total Wealth Planning first reported a position in iShares Core International Aggregate Bond Fund in Q2 2022 and held it in 14 quarters.
  • Total Wealth Planning's iShares Core International Aggregate Bond Fund position peaked at $1.55M in Q2 2023.
  • 629 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.