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

Forefront Wealth Partners, LLC

$397 Billion
Q3 2025

A detailed history of Forefront Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 186,772 shares of AGG stock, worth $18.7 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares

186,772

Previous 104,487 78.75%

Holding current value

$18.7 Million

Previous $10.1 Billion 84.85%

% of portfolio

4.71%

Previous 6.95%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$97.75 - $100.75 $8.04 Million - $8.29 Million	82,285 Added 78.75%	186,772 $18.7 Billion
Q2 2025 Aug 20, 2025	SELL	$96.84 - $99.46 $766,391 - $787,126	-7,914 Reduced 7.04%	104,487 $10.1 Billion
Q1 2025 May 14, 2025	BUY	$95.85 - $99.25 $951,886 - $985,651	9,931 Added 9.69%	112,401 $11.1 Billion
Q4 2024 May 14, 2025	BUY	$96.64 - $101.23 $9.9 Million - $10.4 Million	102,470 New	102,470 $9.93 Billion

Others Institutions Holding AGG

# of Institutions

2,226

Shares Held

1.3B

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