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Synergy Asset Management’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Synergy Asset Management’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 		$2.44M Buy
48,206
+1,733
+4% +$86.8K 0.23% 76
2026
Q1 		$2.33M Buy
46,473
+6,188
+15% +$311K 0.25% 68
2025
Q4 		$2.01M Sell
40,285
-90,060
-69% -$4.63M 0.21% 76
2025
Q3 		$6.67M Buy
130,345
+92,913
+248% +$4.75M 0.24% 70
2025
Q2 		$1.91M Buy
37,432
+3,060
+9% +$155K 0.22% 70
2025
Q1 		$1.72M Sell
34,372
-30,706
-47% -$1.53M 0.22% 71
2024
Q4 		$3.31M Buy
65,078
+34,715
+114% +$1.79M 0.26% 69
2024
Q3 		$1.57M Buy
30,363
+4,989
+20% +$255K 0.24% 67
2024
Q2 		$1.27M Buy
25,374
+3,676
+17% +$183K 0.2% 74
2024
Q1 		$1.08M Buy
21,698
+5,318
+32% +$263K 0.18% 72
2023
Q4 		$816K Buy
16,380
+5,448
+50% +$269K 0.15% 90
2023
Q3 		$533K Buy
+10,932
New +$537K 0.11% 90
2023
Q2 		– Sell
-9,776
Closed -$479K – 107
2023
Q1 		$479K Sell
9,776
-1,579
-14% -$76.6K 0.11% 83
2022
Q4 		$540K Buy
11,355
+2,498
+28% +$122K 0.14% 71
2022
Q3 		$428K Sell
8,857
-479
-5% -$24K 0.12% 75
2022
Q2 		$465K Buy
+9,336
New +$473K 0.12% 74
2022
Q1 		– Sell
-123,064
Closed -$6.71M – 110
2021
Q4 		$6.71M Buy
+123,064
New +$6.78M 1.6% 23

Other funds holding IAGG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Synergy Asset Management's IAGG Position: Q2 2026 in Review

Synergy Asset Management increased its iShares Core International Aggregate Bond Fund (IAGG) stake by 3.7% in Q2 2026, buying an estimated $86.8K and bringing the position to 48,206 shares worth $2.44M. The position accounts for 0.23% of the portfolio, ranked #76.

Synergy Asset Management first reported a position in IAGG in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.71M in Q4 2021. 565 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Synergy Asset Management held 48,206 shares of iShares Core International Aggregate Bond Fund worth $2.44M as of Q2 2026.
  • Synergy Asset Management bought 1,733 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $86.8K.
  • iShares Core International Aggregate Bond Fund made up 0.23% of Synergy Asset Management's portfolio in Q2 2026, its #76 holding.
  • Synergy Asset Management first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 17 quarters since.
  • Synergy Asset Management's iShares Core International Aggregate Bond Fund position peaked at $6.71M in Q4 2021.
  • 565 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.