Intergy Private Wealth
AGG icon

Intergy Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Intergy Private Wealth’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.34M Buy
45,901
+2,799
+6% +$272K 0.97% 21
2026
Q2 		$4.27M Buy
43,102
+4,822
+13% +$477K 0.99% 21
2026
Q1 		$3.8M Buy
38,280
+2,197
+6% +$220K 1.11% 19
2025
Q4 		$3.6M Sell
36,083
-1,412
-4% -$142K 1.09% 19
2025
Q3 		$3.76M Buy
37,495
+1,600
+4% +$159K 1.18% 19
2025
Q2 		$3.56M Buy
35,895
+705
+2% +$69.1K 1.21% 18
2025
Q1 		$3.48M Buy
35,190
+676
+2% +$66.1K 1.32% 17
2024
Q4 		$3.34M Buy
34,514
+6,090
+21% +$600K 1.25% 18
2024
Q3 		$2.88M Buy
28,424
+7,861
+38% +$784K 1.1% 21
2024
Q2 		$2M Buy
20,563
+6,862
+50% +$662K 0.82% 24
2024
Q1 		$1.34M Buy
13,701
+1,398
+11% +$137K 0.55% 30
2023
Q4 		$1.22M Buy
12,303
+581
+5% +$55.3K 0.53% 33
2023
Q3 		$1.1M Sell
11,722
-48
-0.4% -$4.62K 0.55% 32
2023
Q2 		$1.15M Buy
11,770
+1,881
+19% +$186K 0.56% 32
2023
Q1 		$985K Buy
9,889
+516
+6% +$51K 0.55% 35
2022
Q4 		$909K Buy
9,373
+344
+4% +$33.3K 0.57% 34
2022
Q3 		$870K Buy
9,029
+3,548
+65% +$359K 0.62% 33
2022
Q2 		$557K Sell
5,481
-380
-6% -$39K 0.44% 36
2022
Q1 		$628K Buy
5,861
+2,940
+101% +$324K 0.44% 34
2021
Q4 		$333K Buy
+2,921
New +$334K 0.26% 44

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
V-Square Quantitative Management
V-Square Quantitative Management Chicago, Illinois $1.09B AUM 23.97% 1-Year Est. Return

Intergy Private Wealth's AGG Position: Q3 2026 in Review

Intergy Private Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.5% in Q3 2026, buying an estimated $272K and bringing the position to 45,901 shares worth $4.34M. The position accounts for 0.97% of the portfolio, ranked #21.

Intergy Private Wealth first reported a position in AGG in Q4 2021 and has held it in 20 quarters since. 504 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Intergy Private Wealth held 45,901 shares of iShares Core US Aggregate Bond ETF worth $4.34M as of Q3 2026.
  • Intergy Private Wealth bought 2,799 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $272K.
  • iShares Core US Aggregate Bond ETF made up 0.97% of Intergy Private Wealth's portfolio in Q3 2026, its #21 holding.
  • Intergy Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • 504 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.