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XY Planning Network’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

XY Planning Network’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 		$207K Sell
4,100
-14,281
-78% -$716K 0.03% 337
2026
Q1 		$916K Buy
18,381
+5,809
+46% +$292K 0.15% 134
2025
Q4 		$629K Buy
+12,572
New +$646K 0.11% 150

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

XY Planning Network's IAGG Position: Q2 2026 in Review

XY Planning Network reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 78% in Q2 2026, selling an estimated $716K and leaving 4,100 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #337.

XY Planning Network first reported a position in IAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $916K in Q1 2026. 192 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • XY Planning Network held 4,100 shares of iShares Core International Aggregate Bond Fund worth $207K as of Q2 2026.
  • XY Planning Network sold 14,281 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $716K.
  • iShares Core International Aggregate Bond Fund made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #337 holding.
  • XY Planning Network first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • XY Planning Network's iShares Core International Aggregate Bond Fund position peaked at $916K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.