Abound Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Abound Wealth Management

$300 Billion
Q1 2025

A detailed history of Abound Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Abound Wealth Management holds 388,788 shares of AGG stock, worth $38.1 Million. This represents 12.84% of its overall portfolio holdings.

Number of Shares

388,788

Previous 365,499 6.37%

Holding current value

$38.1 Million

Previous $35.4 Billion 8.59%

% of portfolio

12.84%

Previous 11.36%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$95.85 - $99.25 $2.23 Million - $2.31 Million	23,289 Added 6.37%	388,788 $38.5 Billion
Q4 2024 Jan 13, 2025	BUY	$96.64 - $101.23 $2.48 Million - $2.6 Million	25,670 Added 7.55%	365,499 $35.4 Billion
Q3 2024 Nov 04, 2024	BUY	$96.25 - $101.98 $1.87 Million - $1.98 Million	19,387 Added 6.05%	339,829 $34.4 Billion
Q2 2024 Aug 09, 2024	BUY	$95.11 - $97.92 $2.42 Million - $2.49 Million	25,413 Added 8.61%	320,442 $31.1 Billion
Q1 2024 Aug 08, 2024	BUY	$96.75 - $99.37 $1.71 Million - $1.76 Million	17,720 Added 6.39%	295,029 $28.9 Billion
Q4 2023 Aug 08, 2024	BUY	$91.67 - $99.66 $5.16 Million - $5.61 Million	56,295 Added 25.47%	277,309 $27.5 Billion
Q3 2023 Aug 08, 2024	BUY	$93.85 - $98.43 $1.9 Million - $2 Million	20,279 Added 10.1%	221,014 $20.8 Billion
Q2 2023 Aug 08, 2024	BUY	$97.49 - $100.53 $4.17 Million - $4.3 Million	42,768 Added 27.07%	200,735 $19.7 Billion
Q1 2023 Aug 07, 2024	BUY	$96.32 - $100.79 $15.2 Million - $15.9 Million	157,967 New	157,967 $15.7 Billion
Q4 2022 Aug 07, 2024	BUY	$93.63 - $99.69 $619,268 - $659,349	6,614 Added 5.06%	137,248 $13.3 Billion
Q3 2022 Aug 07, 2024	SELL	$95.54 - $104.23 $2.61 Million - $2.85 Million	-27,333 Reduced 17.3%	130,634 $12.6 Billion
Q2 2022 Aug 12, 2024	SELL	$99.01 - $106.84 $19.5 Million - $21 Million	-196,816 Reduced 61.42%	123,626 $12.6 Billion
Q1 2022 Aug 12, 2024	BUY	$106.1 - $113.3 $1.02 Million - $1.09 Million	9,621 Added 5.71%	178,243 $19.1 Billion
Q4 2021 Aug 12, 2024	SELL	$113.45 - $115.33 $17.2 Million - $17.5 Million	-151,820 Reduced 47.38%	168,622 $19.2 Billion

Others Institutions Holding AGG

# of Institutions

2,136

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Account

Abound Wealth Management Ishares Core U.S. Aggregate Bo Transaction History