Milestone Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Milestone Asset Management, LLC

$529 Billion
Q3 2025

A detailed history of Milestone Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Milestone Asset Management, LLC holds 6,494 shares of AGG stock, worth $649,400. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,494

Previous 14,020 53.68%

Holding current value

$649,400

Previous $1.39 Billion 53.19%

% of portfolio

0.12%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$97.75 - $100.75 $735,666 - $758,244	-7,526 Reduced 53.68%	6,494 $651 Million
Q2 2025 Aug 05, 2025	BUY	$96.84 - $99.46 $902,548 - $926,967	9,320 Added 198.3%	14,020 $1.39 Billion
Q1 2025 Apr 09, 2025	BUY	$95.85 - $99.25 $450,495 - $466,475	4,700 New	4,700 $465 Million
Q2 2024 Jul 19, 2024	SELL	$95.11 - $97.92 $44,606 - $45,924	-469 Reduced 13.7%	2,954 $287 Million
Q1 2024 Apr 23, 2024	BUY	$96.75 - $99.37 $108,263 - $111,195	1,119 Added 48.57%	3,423 $335 Million

Q4 2023 Jan 23, 2024	BUY	$91.67 - $99.66 $211,207 - $229,616	2,304 New	2,304 $229 Million
Q2 2023 Aug 08, 2023	BUY	$97.49 - $100.53 $183,768 - $189,499	1,885 Added 69.71%	4,589 $450 Million
Q1 2023 May 08, 2023	SELL	$96.32 - $100.79 $2,311 - $2,418	-24 Reduced 0.88%	2,704 $269 Million
Q4 2022 Feb 06, 2023	BUY	$93.63 - $99.69 $255,422 - $271,954	2,728 New	2,728 $272 Million

Others Institutions Holding AGG

# of Institutions

2,226

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Milestone Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History