ISHARES TR

Ticker: IAGG CUSIP: 46435G672 Class: CORE INTL AGGR

Synergy Asset Management, LLC's Holding History (CIK: 0001699080)

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

Q4 2025
Shares 40,285 Value ($000) $2,015 Avg Close — Range —
Q3 2025
Shares 130,345 Value ($000) $6,667 Avg Close — Range —
Q2 2025
Shares 37,432 Value ($000) $1,912 Avg Close — Range —
Q1 2025
Shares 34,372 Value ($000) $1,718 Avg Close — Range —
Q4 2024
Shares 65,078 Value ($000) $3,308 Avg Close — Range —
Q3 2024
Shares 30,363 Value ($000) $1,573 Avg Close — Range —
Q2 2024
Shares 25,374 Value ($000) $1,267 Avg Close — Range —
Q1 2024
Shares 21,698 Value ($000) $1,084 Avg Close — Range —
Q4 2023
Shares 16,380 Value ($000) $816 Avg Close — Range —
Q3 2023
Shares 10,932 Value ($000) $533 Avg Close — Range —
Q1 2023
Shares 9,776 Value ($000) $479 Avg Close — Range —
Q4 2022
Shares 11,355 Value ($000) $540 Avg Close — Range —
Q3 2022
Shares 8,857 Value ($000) $428 Avg Close — Range —
Q2 2022
Shares 9,336 Value ($000) $465 Avg Close — Range —
Q4 2021
Shares 123,064 Value ($000) $6,711 Avg Close — Range —