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Synergy Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Synergy Investment Management’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 		$182K Sell
1,834
-4
-0.2% -$396 0.04% 181
2026
Q1 		$182K Buy
+1,838
New +$184K 0.06% 140
2025
Q2 		– Sell
-1,615
Closed -$160K – 93
2025
Q1 		$160K Hold
1,615
– – 0.07% 139
2024
Q4 		$156K Buy
+1,615
New +$159K 0.07% 139

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 Investment Management's AGG Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.22% in Q2 2026, selling an estimated $396 and leaving 1,834 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #181.

Synergy Investment Management first reported a position in AGG in Q4 2024 and has held it in 4 quarters since. The position peaked at $182K in Q1 2026. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Synergy Investment Management held 1,834 shares of iShares Core US Aggregate Bond ETF worth $182K as of Q2 2026.
  • Synergy Investment Management sold 4 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $396.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #181 holding.
  • Synergy Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's iShares Core US Aggregate Bond ETF position peaked at $182K 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 Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.