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

Xena 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
Q2 		$5.3M Buy
104,732
+5,752
+6% +$288K 5.08% 8
2026
Q1 		$4.95M Buy
98,980
+15,866
+19% +$797K 5.59% 8
2025
Q4 		$4.16M Buy
+83,114
New +$4.27M 4.88% 8

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

Xena Financial Planning's IAGG Position: Q2 2026 in Review

Xena Financial Planning increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 5.8% in Q2 2026, buying an estimated $288K and bringing the position to 104,732 shares worth $5.3M. The position accounts for 5.08% of the portfolio, ranked #8.

Xena Financial Planning first reported a position in IAGG in Q4 2025 and has held it in 3 quarters since. 560 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Xena Financial Planning held 104,732 shares of iShares Core International Aggregate Bond Fund worth $5.3M as of Q2 2026.
  • Xena Financial Planning bought 5,752 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $288K.
  • iShares Core International Aggregate Bond Fund made up 5.08% of Xena Financial Planning's portfolio in Q2 2026, its #8 holding.
  • Xena Financial Planning first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

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