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Synergy Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Synergy Financial Group’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 		$411K Hold
4,150
– – 0.3% 65
2026
Q1 		$412K Buy
+4,150
New +$415K 0.31% 71

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Synergy Financial Group's AGG Position: Q2 2026 in Review

Synergy Financial Group held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 4,150 shares worth $411K. The position accounts for 0.3% of the portfolio, ranked #65.

Synergy Financial Group first reported a position in AGG in Q1 2026 and has held it in 2 quarters since. The position peaked at $412K in Q1 2026. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Synergy Financial Group held 4,150 shares of iShares Core US Aggregate Bond ETF worth $411K as of Q2 2026.
  • Synergy Financial Group left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.3% of Synergy Financial Group's portfolio in Q2 2026, its #65 holding.
  • Synergy Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Synergy Financial Group's iShares Core US Aggregate Bond ETF position peaked at $412K in Q1 2026.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.