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

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 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 22,192 shares of AGG stock, worth $2.22 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
22,192
Previous 21,107 5.14%
Holding current value
$2.22 Million
Previous $2.09 Billion 6.26%
% of portfolio
1.3%
Previous 1.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,221
Shares Held
1.3B
Call Options Held
179K
Put Options Held
20.8K
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 Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, LLC 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 Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email