Brady Martz Wealth Solutions, LLC Ishares Core U.S. Aggregate Bo Transaction History

Brady Martz Wealth Solutions, LLC

  • $568 Billion
  • Q4 2025

A detailed history of Brady Martz Wealth Solutions, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Brady Martz Wealth Solutions, LLC holds 2,547 shares of AGG stock, worth $254,700. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,547
Previous 2,206 15.46%
Holding current value
$254,700
Previous $221 Million 15.03%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$99.87 - $101.27 $34,055 - $34,533
341 Added 15.46%
2,547 $254 Million
Q3 2025

Oct 15, 2025
BUY
$97.75 - $100.75 $215,636 - $222,254
2,206 New
2,206 $221 Million
Q4 2024

Jan 16, 2025
BUY
$96.64 - $101.23 $239,667 - $251,050
2,480 New
2,480 $238 Million

Others Institutions Holding AGG

# of Institutions
2,256
Shares Held
1.29B
Call Options Held
179K
Put Options Held
24.4K
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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