Foundation Wealth Management, Llc\Pa Ishares Core U.S. Aggregate Bo Transaction History

Foundation Wealth Management, Llc\Pa

$258 Billion
Q3 2025

A detailed history of Foundation Wealth Management, Llc\Pa transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 4,222 shares of AGG stock, worth $422,200. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,222

Previous 3,330 26.79%

Holding current value

$422,200

Previous $330 Million 28.13%

% of portfolio

0.16%

Previous 0.14%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$97.75 - $100.75 $87,193 - $89,869	892 Added 26.79%	4,222 $423 Million
Q2 2025 Aug 11, 2025	BUY	$96.84 - $99.46 $387 - $397	4 Added 0.12%	3,330 $330 Million
Q1 2025 Apr 22, 2025	BUY	$95.85 - $99.25 $287 - $297	3 Added 0.09%	3,326 $329 Million
Q4 2024 Feb 11, 2025	BUY	$96.64 - $101.23 $321,134 - $336,387	3,323 New	3,323 $322 Million

Others Institutions Holding AGG

# of Institutions

2,224

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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Foundation Wealth Management, Llc\Pa Ishares Core U.S. Aggregate Bo Transaction History