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Ishares Tr core intl aggr shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of Ishares Tr core intl aggr (IAGG) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 46k 51.23
2025-06-30 $2.3M 44k 51.09

More positions owned by Vertex Planning Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Vertex Planning Partners

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