Walker Financial Services, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Walker Financial Services, Inc.

$257 Billion
Q3 2025

A detailed history of Walker Financial Services, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Walker Financial Services, Inc. holds 157,355 shares of AGG stock, worth $15.7 Million. This represents 6.14% of its overall portfolio holdings.

Number of Shares

157,355

Previous 457,781 65.63%

Holding current value

$15.7 Million

Previous $45.4 Billion 65.26%

% of portfolio

6.14%

Previous 20.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$97.75 - $100.75 $29.4 Million - $30.3 Million	-300,426 Reduced 65.63%	157,355 $15.8 Billion
Q2 2025 Jul 11, 2025	BUY	$96.84 - $99.46 $2.45 Million - $2.51 Million	25,257 Added 5.84%	457,781 $45.4 Billion
Q1 2025 May 01, 2025	BUY	$95.85 - $99.25 $4.53 Million - $4.69 Million	47,299 Added 12.28%	432,524 $42.8 Billion
Q4 2024 Jan 15, 2025	BUY	$96.64 - $101.23 $8.29 Million - $8.69 Million	85,830 Added 28.67%	385,225 $37.3 Billion
Q3 2024 Oct 09, 2024	BUY	$96.25 - $101.98 $4.05 Million - $4.29 Million	42,049 Added 16.34%	299,395 $30.3 Billion

Q2 2024 Jul 15, 2024	BUY	$95.11 - $97.92 $3.77 Million - $3.88 Million	39,661 Added 18.22%	257,346 $25 Billion
Q1 2024 Apr 11, 2024	BUY	$96.75 - $99.37 $21.1 Million - $21.6 Million	217,685 New	217,685 $21.3 Billion

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Walker Financial Services, Inc. Ishares Core U.S. Aggregate Bo Transaction History