A detailed history of 5 T Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, 5 T Wealth, LLC holds 42,365 shares of AGG stock, worth $4.24 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
42,365
Previous 39,337 7.7%
Holding current value
$4.24 Million
Previous $3.94 Billion 7.32%
% of portfolio
1.69%
Previous 1.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026

BUY
$99.87 - $101.27 $302,406 - $306,645
3,028 Added 7.7%
42,365 $4.23 Billion
Q3 2025

Oct 17, 2025

BUY
$97.75 - $100.75 $151,805 - $156,464
1,553 Added 4.11%
39,337 $3.94 Billion
Q2 2025

Aug 05, 2025

BUY
$96.84 - $99.46 $1.53 Million - $1.57 Million
15,778 Added 71.7%
37,784 $3.75 Billion
Q1 2025

Apr 22, 2025

SELL
$95.85 - $99.25 $67,574 - $69,971
-705 Reduced 3.1%
22,006 $2.18 Billion
Q4 2024

Jan 31, 2025

BUY
$96.64 - $101.23 $2.19 Million - $2.3 Million
22,711 New
22,711 $2.2 Billion

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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