XY Planning Network
IAGG icon

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
Q3 		– Sell
-4,100
Closed -$207K – 387
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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

XY Planning Network's IAGG Position: Q3 2026 in Review

XY Planning Network sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q3 2026, closing a stake of 4,100 shares — an estimated $207K sold.

XY Planning Network first reported a position in IAGG in Q4 2025 and held it in 3 quarters. The position peaked at $916K in Q1 2026. 166 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • XY Planning Network reported no remaining iShares Core International Aggregate Bond Fund position as of Q3 2026 after selling out during the quarter.
  • XY Planning Network sold 4,100 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $207K.
  • XY Planning Network first reported a position in iShares Core International Aggregate Bond Fund in Q4 2025 and held it in 3 quarters.
  • XY Planning Network's iShares Core International Aggregate Bond Fund position peaked at $916K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.