ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

Intergy Private Wealth, LLC's Holding History (CIK: 0001911342)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 36,083 Value ($000) $3,604 Avg Close — Range —
Q3 2025
Shares 37,495 Value ($000) $3,759 Avg Close — Range —
Q2 2025
Shares 35,895 Value ($000) $3,561 Avg Close — Range —
Q1 2025
Shares 35,190 Value ($000) $3,481 Avg Close — Range —
Q4 2024
Shares 34,514 Value ($000) $3,344 Avg Close — Range —
Q3 2024
Shares 28,424 Value ($000) $2,878 Avg Close — Range —
Q2 2024
Shares 20,563 Value ($000) $1,996 Avg Close — Range —
Q1 2024
Shares 13,701 Value ($000) $1,342 Avg Close — Range —
Q4 2023
Shares 12,303 Value ($000) $1,221 Avg Close — Range —
Q3 2023
Shares 11,722 Value ($000) $1,102 Avg Close — Range —
Q2 2023
Shares 11,770 Value ($000) $1,153 Avg Close — Range —
Q1 2023
Shares 9,889 Value ($000) $985 Avg Close — Range —
Q4 2022
Shares 9,373 Value ($000) $909 Avg Close — Range —
Q3 2022
Shares 9,029 Value ($000) $870 Avg Close — Range —
Q2 2022
Shares 5,481 Value ($000) $557 Avg Close — Range —
Q1 2022
Shares 5,861 Value ($000) $628 Avg Close — Range —
Q4 2021
Shares 2,921 Value ($000) $333 Avg Close — Range —