Leo Wealth, LLC Ishares Core U.S. Aggregate Bo Transaction History

Leo Wealth, LLC

$1.38 Trillion
Q4 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Leo Wealth, LLC holds 10,395 shares of AGG stock, worth $1.04 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,395

Previous 5,532 87.91%

Holding current value

$1.04 Million

Previous $555 Million 87.19%

% of portfolio

0.08%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$99.87 - $101.27 $485,667 - $492,476	4,863 Added 87.91%	10,395 $1.04 Billion
Q3 2025 Nov 14, 2025	BUY	$97.75 - $100.75 $48,679 - $50,173	498 Added 9.89%	5,532 $555 Million
Q2 2025 Jul 23, 2025	BUY	$96.84 - $99.46 $487,492 - $500,681	5,034 New	5,034 $499 Million
Q4 2024 Jan 27, 2025	BUY	$96.64 - $101.23 $4,928 - $5,162	51 Added 1.07%	4,811 $466 Million
Q3 2024 Oct 21, 2024	SELL	$96.25 - $101.98 $38,788 - $41,097	-403 Reduced 7.81%	4,760 $482 Million

Q2 2024 Jul 17, 2024	BUY	$95.11 - $97.92 $3,328 - $3,427	35 Added 0.68%	5,163 $497 Million
Q1 2024 May 09, 2024	SELL	$96.75 - $99.37 $30,766 - $31,599	-318 Reduced 5.84%	5,128 $498 Million
Q4 2023 Mar 14, 2024	BUY	$91.67 - $99.66 $499,234 - $542,748	5,446 New	5,446 $535 Million

Others Institutions Holding AGG

# of Institutions

2,277

Shares Held

1.29B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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