Intergy Private Wealth
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
Q3 		$936K Buy
19,026
+1,840
+11% +$91.5K 0.21% 56
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% +$69.4K 0.27% 50
2022
Q2 		$320K Buy
6,423
+197
+3% +$10K 0.25% 49
2022
Q1 		$325K Buy
+6,226
New +$331K 0.23% 42

Other funds holding IAGG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Intergy Private Wealth increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 11% in Q3 2026, buying an estimated $91.5K and bringing the position to 19,026 shares worth $936K. The position accounts for 0.21% of the portfolio, ranked #56.

Intergy Private Wealth first reported a position in IAGG in Q1 2022 and has held it in 19 quarters since. 150 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

  • Intergy Private Wealth held 19,026 shares of iShares Core International Aggregate Bond Fund worth $936K as of Q3 2026.
  • Intergy Private Wealth bought 1,840 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $91.5K.
  • iShares Core International Aggregate Bond Fund made up 0.21% of Intergy Private Wealth's portfolio in Q3 2026, its #56 holding.
  • Intergy Private Wealth first reported a position in iShares Core International Aggregate Bond Fund in Q1 2022 and has held it in 19 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

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