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

WealthPLAN 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	–	Sell	-25,330	Closed	-$1.27M	–	241
2026 Q1	$1.27M	Buy	25,330 +1,352	+6%	+$67.9K	0.24%	101
2025 Q4	$1.2M	Buy	23,978 +1,187	+5%	+$61K	0.18%	116
2025 Q3	$1.17M	Buy	22,791 +2,586	+13%	+$132K	0.18%	117
2025 Q2	$1.03M	Buy	+20,205	New	+$1.02M	0.17%	121
2023 Q3	–	Sell	-151	Closed	-$7.44K	–	670
2023 Q2	$7.44K	Hold	151	–	–	﹤0.01%	841
2023 Q1	$7.39K	Buy	+151	New	+$7.32K	﹤0.01%	931

Other funds holding IAGG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Paris, France $99.8B AUM 45.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's IAGG Position: Q2 2026 in Review

WealthPLAN Partners sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 25,330 shares — an estimated $1.27M sold.

WealthPLAN Partners first reported a position in IAGG in Q1 2023 and held it in 6 quarters. The position peaked at $1.27M in Q1 2026. 563 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

WealthPLAN Partners reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
WealthPLAN Partners sold 25,330 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.27M.
WealthPLAN Partners first reported a position in iShares Core International Aggregate Bond Fund in Q1 2023 and held it in 6 quarters.
WealthPLAN Partners's iShares Core International Aggregate Bond Fund position peaked at $1.27M in Q1 2026.
563 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.