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IAGG icon

Intergy Private Wealth’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Intergy Private Wealth’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
Q2 		$870K Buy
17,186
+2,333
+16% +$117K 0.2% 58
2026
Q1 		$743K Buy
14,853
+852
+6% +$42.8K 0.22% 58
2025
Q4 		$700K Buy
14,001
+183
+1% +$9.41K 0.21% 60
2025
Q3 		$708K Buy
13,818
+418
+3% +$21.4K 0.22% 60
2025
Q2 		$685K Sell
13,400
-1,220
-8% -$61.8K 0.23% 60
2025
Q1 		$731K Sell
14,620
-1,105
-7% -$55.2K 0.28% 51
2024
Q4 		$785K Buy
15,725
+1,787
+13% +$92.2K 0.29% 54
2024
Q3 		$722K Buy
13,938
+653
+5% +$33.4K 0.28% 52
2024
Q2 		$663K Buy
13,285
+1,973
+17% +$98.1K 0.27% 51
2024
Q1 		$565K Buy
11,312
+653
+6% +$32.3K 0.23% 55
2023
Q4 		$531K Buy
10,659
+349
+3% +$17.2K 0.23% 53
2023
Q3 		$503K Buy
10,310
+250
+2% +$12.3K 0.25% 51
2023
Q2 		$496K Buy
10,060
+346
+4% +$17K 0.24% 52
2023
Q1 		$475K Buy
9,714
+648
+7% +$31.4K 0.27% 46
2022
Q4 		$431K Buy
9,066
+1,257
+16% +$61.4K 0.27% 48
2022
Q3 		$377K Buy
7,809
+1,386
+22% +$69.5K 0.27% 50
2022
Q2 		$320K Buy
6,423
+197
+3% +$9.97K 0.25% 49
2022
Q1 		$325K Buy
+6,226
New +$331K 0.23% 42

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

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

Intergy Private Wealth increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 16% in Q2 2026, buying an estimated $117K and bringing the position to 17,186 shares worth $870K. The position accounts for 0.2% of the portfolio, ranked #58.

Intergy Private Wealth first reported a position in IAGG in Q1 2022 and has held it in 18 quarters since. 130 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Intergy Private Wealth held 17,186 shares of iShares Core International Aggregate Bond Fund worth $870K as of Q2 2026.
  • Intergy Private Wealth bought 2,333 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $117K.
  • iShares Core International Aggregate Bond Fund made up 0.2% of Intergy Private Wealth's portfolio in Q2 2026, its #58 holding.
  • Intergy Private Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q1 2022 and has held it in 18 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

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