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

Blue Stem Wealth Partners, LLC

  • $873 Billion
  • Q3 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 6,622 shares of AGG stock, worth $662,200. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,622
Previous 5,848 13.24%
Holding current value
$662,200
Previous $580 Million 14.42%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 12, 2025
BUY
$97.75 - $100.75 $75,658 - $77,980
774 Added 13.24%
6,622 $664 Million
Q2 2025

Aug 12, 2025
SELL
$96.84 - $99.46 $50,163 - $51,520
-518 Reduced 8.14%
5,848 $580 Million
Q1 2025

May 07, 2025
SELL
$95.85 - $99.25 $6.24 Million - $6.46 Million
-65,111 Reduced 91.09%
6,366 $630 Million
Q4 2024

Feb 05, 2025
BUY
$96.64 - $101.23 $6.91 Million - $7.24 Million
71,477 New
71,477 $6.93 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
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