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Vested Financial Planning’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Vested Financial 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
Q1 		$859K Buy
17,163
+3,131
+22% +$157K 0.65% 18
2025
Q4 		$702K Buy
14,032
+4,166
+42% +$214K 0.54% 19
2025
Q3 		$505K Buy
9,866
+1,068
+12% +$54.6K 0.41% 21
2025
Q2 		$449K Sell
8,798
-1,401
-14% -$71K 0.4% 20
2025
Q1 		$510K Hold
10,199
– – 0.51% 16
2024
Q4 		$509K Buy
+10,199
New +$526K 0.48% 18

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 $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

Vested Financial Planning's IAGG Position: Q1 2026 in Review

Vested Financial Planning increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 22% in Q1 2026, buying an estimated $157K and bringing the position to 17,163 shares worth $859K. The position accounts for 0.65% of the portfolio, ranked #18.

Vested Financial Planning first reported a position in IAGG in Q4 2024 and has held it in 6 quarters since. 665 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • Vested Financial Planning held 17,163 shares of iShares Core International Aggregate Bond Fund worth $859K as of Q1 2026.
  • Vested Financial Planning bought 3,131 iShares Core International Aggregate Bond Fund shares in Q1 2026, an estimated $157K.
  • iShares Core International Aggregate Bond Fund made up 0.65% of Vested Financial Planning's portfolio in Q1 2026, its #18 holding.
  • Vested Financial Planning first reported a position in iShares Core International Aggregate Bond Fund in Q4 2024 and has held it in 6 quarters since.
  • 665 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.