Stephenson & Company, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Stephenson & Company, Inc.

  • $182 Billion
  • Q4 2025

A detailed history of Stephenson & Company, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Stephenson & Company, Inc. holds 3,422 shares of AGG stock, worth $342,200. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,422
Previous 3,072 11.39%
Holding current value
$342,200
Previous $308 Million 10.98%
% of portfolio
0.19%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$99.87 - $101.27 $34,954 - $35,444
350 Added 11.39%
3,422 $342 Million
Q4 2023

Jan 31, 2024
BUY
$91.67 - $99.66 $281,610 - $306,155
3,072 New
3,072 $305 Million

Others Institutions Holding AGG

# of Institutions
2,273
Shares Held
1.29B
Call Options Held
179K
Put Options Held
24.4K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Stephenson & Company, Inc. Portfolio

Follow Stephenson & Company, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stephenson & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stephenson & Company, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email