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Ishares Tr core intl aggr shares owned by Regent Peak Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Regent Peak Wealth Advisors from 13F filings

Historical chart of Regent Peak Wealth Advisors investment in Ishares Tr core intl aggr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core intl aggr held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core intl aggr by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 5.0k 51.23
2025-03-31 $252k 5.0k 49.99

More positions owned by Regent Peak Wealth Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Apple Stock (AAPL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Growth Etf Etf (VUG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Accenture Plc Ireland Shs Class A Stock (ACN)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Regent Peak Wealth Advisors

Top funds holding Ishares Tr core intl aggr

Envestnet Asset Management
Jpmorgan Chase & Co
BlackRock
Financial Engines Advisors L.L.C
LPL Financial
Matson Money
Bnp Paribas Investment Partners
WealthNavi
Morgan Stanley
Mather Group
Ameriprise Financial
Envestnet Portfolio Solutions
Jones Financial Companies, L.L
CWM
Cetera Investment Advisers

View all funds holding Ishares Tr core intl aggr