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

Synergy Investment 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 		$3.13M Sell
61,790
-25,523
-29% -$1.28M 0.76% 34
2026
Q1 		$4.37M Buy
87,313
+76,113
+680% +$3.83M 1.43% 19
2025
Q4 		$560K Buy
11,200
+1,295
+13% +$66.6K 0.2% 67
2025
Q3 		$507K Buy
9,905
+1,635
+20% +$83.5K 0.19% 69
2025
Q2 		$423K Buy
+8,270
New +$419K 0.25% 48

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 Investment Management's IAGG Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 29% in Q2 2026, selling an estimated $1.28M and leaving 61,790 shares worth $3.13M. The position accounts for 0.76% of the portfolio, ranked #34.

Synergy Investment Management first reported a position in IAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.37M in Q1 2026. 564 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Synergy Investment Management held 61,790 shares of iShares Core International Aggregate Bond Fund worth $3.13M as of Q2 2026.
  • Synergy Investment Management sold 25,523 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $1.28M.
  • iShares Core International Aggregate Bond Fund made up 0.76% of Synergy Investment Management's portfolio in Q2 2026, its #34 holding.
  • Synergy Investment Management first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • Synergy Investment Management's iShares Core International Aggregate Bond Fund position peaked at $4.37M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.