Accredited Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025

A detailed history of Accredited Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 465 shares of AGG stock, worth $46,500. This represents 0.01% of its overall portfolio holdings.

Number of Shares
465
Previous 2,105 77.91%
Holding current value
$46,500
Previous $209 Million 93.28%
% of portfolio
0.01%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$97.75 - $100.75 $160,310 - $165,230
-1,640 Reduced 77.91%
465 $14 Million
Q4 2024

Feb 14, 2025
BUY
$96.64 - $101.23 $203,427 - $213,089
2,105 New
2,105 $204 Million

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
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