A detailed history of Bnc Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bnc Wealth Management, LLC holds 2,550 shares of AGG stock, worth $246,763. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,550
Previous 2,195 16.17%
Holding current value
$246,763
Previous $213,000 21.13%
% of portfolio
0.1%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$96.25 - $101.98 $34,168 - $36,202
355 Added 16.17%
2,550 $258,000
Q2 2024

Aug 05, 2024

BUY
$95.11 - $97.92 $208,766 - $214,934
2,195 New
2,195 $213,000
Q4 2020

Mar 05, 2021

SELL
$117.06 - $118.42 $15,686 - $15,868
-134 Closed
0 $0
Q3 2020

Nov 17, 2020

BUY
$117.95 - $119.63 $15,805 - $16,030
134 New
134 $16,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Bnc Wealth Management, LLC Portfolio

Follow Bnc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Bnc Wealth Management, LLC with notifications on news.