Axis Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Axis Wealth Partners, LLC

$181 Billion
Q4 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 22,870 shares of AGG stock, worth $2.29 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

22,870

Previous 22,192 3.06%

Holding current value

$2.29 Million

Previous $2.22 Billion 2.67%

% of portfolio

1.26%

Previous 1.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 30, 2026	BUY	$99.87 - $101.27 $67,711 - $68,661	678 Added 3.06%	22,870 $2.28 Billion
Q3 2025 Oct 24, 2025	BUY	$97.75 - $100.75 $106,058 - $109,313	1,085 Added 5.14%	22,192 $2.22 Billion
Q2 2025 Jul 15, 2025	SELL	$96.84 - $99.46 $674,781 - $693,037	-6,968 Reduced 24.82%	21,107 $2.09 Billion
Q1 2025 Apr 28, 2025	BUY	$95.85 - $99.25 $168,504 - $174,481	1,758 Added 6.68%	28,075 $2.78 Billion
Q4 2024 Feb 07, 2025	BUY	$96.64 - $101.23 $2.54 Million - $2.66 Million	26,317 New	26,317 $2.55 Billion

Others Institutions Holding AGG

# of Institutions

2,277

Shares Held

1.29B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Axis Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History