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

Boyd Wealth Management, LLC

$233 Million
Q4 2025

A detailed history of Boyd Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 14,362 shares of AGG stock, worth $1.44 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

14,362

Previous 20,088 28.5%

Holding current value

$1.44 Million

Previous $2.01 Million 28.66%

% of portfolio

0.62%

Previous 0.87%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$99.87 - $101.27 $571,855 - $579,872	-5,726 Reduced 28.5%	14,362 $1.44 Million
Q3 2025 Oct 30, 2025	SELL	$97.75 - $100.75 $32.4 Million - $33.4 Million	-331,486 Reduced 94.29%	20,088 $2.01 Million
Q2 2025 Jul 15, 2025	SELL	$96.84 - $99.46 $1.26 Million - $1.29 Million	-12,969 Reduced 3.56%	351,574 $34.9 Million
Q1 2025 Apr 24, 2025	BUY	$95.85 - $99.25 $11.2 Million - $11.6 Million	117,072 Added 47.31%	364,543 $36.1 Million
Q4 2024 Jan 23, 2025	BUY	$96.64 - $101.23 $9.48 Million - $9.93 Million	98,067 Added 65.64%	247,471 $24 Million

Q3 2024 Oct 25, 2024	SELL	$96.25 - $101.98 $1.45 Million - $1.54 Million	-15,073 Reduced 9.16%	149,404 $15.1 Million
Q2 2024 Jul 24, 2024	SELL	$95.11 - $97.92 $3.1 Million - $3.19 Million	-32,624 Reduced 16.55%	164,477 $16 Million
Q1 2024 Apr 24, 2024	BUY	$96.75 - $99.37 $5.44 Million - $5.59 Million	56,233 Added 39.92%	197,101 $19.3 Million
Q4 2023 Jan 31, 2024	BUY	$91.67 - $99.66 $734,918 - $798,974	8,017 Added 6.03%	140,868 $14 Million
Q3 2023 Oct 25, 2023	SELL	$93.85 - $98.43 $1.57 Million - $1.65 Million	-16,780 Reduced 11.21%	132,851 $12.5 Million
Q2 2023 Jul 20, 2023	SELL	$97.49 - $100.53 $1.58 Million - $1.63 Million	-16,225 Reduced 9.78%	149,631 $14.7 Million
Q1 2023 Apr 20, 2023	SELL	$96.32 - $100.79 $6.35 Million - $6.64 Million	-65,894 Reduced 28.43%	165,856 $16.5 Million
Q4 2022 Jan 20, 2023	BUY	$93.63 - $99.69 $1.17 Million - $1.25 Million	12,494 Added 5.7%	231,750 $0
Q3 2022 Oct 17, 2022	BUY	$95.54 - $104.23 $2.23 Million - $2.44 Million	23,370 Added 11.93%	219,256 $21.1 Million
Q2 2022 Aug 03, 2022	BUY	$99.01 - $106.84 $3.73 Million - $4.03 Million	37,704 Added 23.84%	195,886 $19.9 Million
Q1 2022 Apr 29, 2022	BUY	$106.1 - $113.3 $8.41 Million - $8.98 Million	79,257 Added 100.42%	158,182 $16.9 Million
Q4 2021 Feb 07, 2022	BUY	$113.45 - $115.33 $8.95 Million - $9.1 Million	78,925 New	78,925 $9 Million

Others Institutions Holding AGG

# of Institutions

2,277

Shares Held

1.29B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Boyd Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History