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Syntegra Private Wealth Group’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

Syntegra Private Wealth Group’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 		– Sell
-7,058
Closed -$353K – 208
2026
Q1 		$353K Buy
7,058
+61
+0.9% +$3.07K 0.03% 140
2025
Q4 		$350K Sell
6,997
-52
-0.7% -$2.67K 0.03% 142
2025
Q3 		$361K Buy
7,049
+681
+11% +$34.8K 0.03% 139
2025
Q2 		$325K Buy
+6,368
New +$323K 0.03% 144

Other funds holding IAGG

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Syntegra Private Wealth Group's IAGG Position: Q2 2026 in Review

Syntegra Private Wealth Group sold out of iShares Core International Aggregate Bond Fund (IAGG) in Q2 2026, closing a stake of 7,058 shares — an estimated $353K sold.

Syntegra Private Wealth Group first reported a position in IAGG in Q2 2025 and held it in 4 quarters. The position peaked at $361K in Q3 2025. 276 funds tracked by Wall St. Rank hold IAGG as of Q2 2026.

  • Syntegra Private Wealth Group reported no remaining iShares Core International Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 7,058 iShares Core International Aggregate Bond Fund shares in Q2 2026, an estimated $353K.
  • Syntegra Private Wealth Group first reported a position in iShares Core International Aggregate Bond Fund in Q2 2025 and held it in 4 quarters.
  • Syntegra Private Wealth Group's iShares Core International Aggregate Bond Fund position peaked at $361K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.