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Vertex Planning Partners’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Vertex Planning Partners’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 		$3.29M Buy
65,043
+10,108
+18% +$506K 0.49% 37
2026
Q1 		$2.75M Buy
54,935
+7,172
+15% +$360K 0.53% 38
2025
Q4 		$2.39M Buy
47,763
+2,199
+5% +$113K 0.56% 36
2025
Q3 		$2.33M Buy
45,564
+1,373
+3% +$70.2K 0.45% 45
2025
Q2 		$2.26M Buy
+44,191
New +$2.24M 0.47% 43

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

Vertex Planning Partners's IAGG Position: Q2 2026 in Review

Vertex Planning Partners increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 18% in Q2 2026, buying an estimated $506K and bringing the position to 65,043 shares worth $3.29M. The position accounts for 0.49% of the portfolio, ranked #37.

Vertex Planning Partners first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Vertex Planning Partners held 65,043 shares of iShares Core International Aggregate Bond Fund worth $3.29M as of Q2 2026.
  • Vertex Planning Partners bought 10,108 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $506K.
  • iShares Core International Aggregate Bond Fund made up 0.49% of Vertex Planning Partners's portfolio in Q2 2026, its #37 holding.
  • Vertex Planning Partners first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.