Bright Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Bright Financial Advisors, Inc.

$205 Billion
Q3 2025

A detailed history of Bright Financial Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 353,529 shares of AGG stock, worth $35.4 Million. This represents 17.32% of its overall portfolio holdings.

Number of Shares

353,529

Previous 330,018 7.12%

Holding current value

$35.4 Million

Previous $32.7 Billion 8.26%

% of portfolio

17.32%

Previous 18.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$97.75 - $100.75 $2.3 Million - $2.37 Million	23,511 Added 7.12%	353,529 $35.4 Billion
Q2 2025 Jul 16, 2025	BUY	$96.84 - $99.46 $268,440 - $275,703	2,772 Added 0.85%	330,018 $32.7 Billion
Q1 2025 May 13, 2025	BUY	$95.85 - $99.25 $638,265 - $660,905	6,659 Added 2.08%	327,246 $32.4 Billion
Q4 2024 Jan 28, 2025	SELL	$96.64 - $101.23 $1.36 Million - $1.42 Million	-14,068 Reduced 4.2%	320,587 $31.1 Billion
Q3 2024 Oct 10, 2024	BUY	$96.25 - $101.98 $1.03 Million - $1.09 Million	10,702 Added 3.3%	334,655 $33.9 Billion

Q2 2024 Aug 12, 2024	BUY	$95.11 - $97.92 $664,438 - $684,069	6,986 Added 2.2%	323,953 $31.4 Billion
Q1 2024 May 09, 2024	BUY	$96.75 - $99.37 $30.7 Million - $31.5 Million	316,967 New	316,967 $30.3 Billion

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Bright Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History