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

Discipline Wealth Solutions, LLC

$354 Million
Q3 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 26,546 shares of AGG stock, worth $2.65 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

26,546

Previous 18,389 44.36%

Holding current value

$2.65 Million

Previous $1.82 Million 45.89%

% of portfolio

0.75%

Previous 0.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$97.75 - $100.75 $797,346 - $821,817	8,157 Added 44.36%	26,546 $2.66 Million
Q2 2025 Jul 07, 2025	BUY	$96.84 - $99.46 $690,759 - $709,448	7,133 Added 63.37%	18,389 $1.82 Million
Q1 2025 Apr 29, 2025	SELL	$95.85 - $99.25 $46,966 - $48,632	-490 Reduced 4.17%	11,256 $1.11 Million
Q4 2024 Feb 26, 2025	SELL	$96.64 - $101.23 $493,540 - $516,981	-5,107 Reduced 30.3%	11,746 $1.14 Million
Q3 2024 Nov 19, 2024	BUY	$96.25 - $101.98 $1.08 Million - $1.14 Million	11,188 Added 197.49%	16,853 $1.71 Million

Q2 2024 Aug 07, 2024	BUY	$95.11 - $97.92 $538,798 - $554,716	5,665 New	5,665 $549,000

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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