IPW
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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Intergy Private Wealth's AGG Position: Q2 2026 in Review

Intergy Private Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, buying an estimated $477K and bringing the position to 43,102 shares worth $4.27M. The position accounts for 0.99% of the portfolio, ranked #21.

Intergy Private Wealth first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. 497 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Intergy Private Wealth held 43,102 shares of iShares Core US Aggregate Bond ETF worth $4.27M as of Q2 2026.
  • Intergy Private Wealth bought 4,822 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $477K.
  • iShares Core US Aggregate Bond ETF made up 0.99% of Intergy Private Wealth's portfolio in Q2 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 19 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.