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

Daymark Wealth Partners, LLC

$2.95 Billion
Q4 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 15,822 shares of AGG stock, worth $1.58 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

15,822

Previous 13,824 14.45%

Holding current value

$1.58 Million

Previous $1.39 Million 14.22%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$99.87 - $101.27 $199,540 - $202,337	1,998 Added 14.45%	15,822 $1.58 Million
Q3 2025 Oct 22, 2025	SELL	$97.75 - $100.75 $18,474 - $19,041	-189 Reduced 1.35%	13,824 $1.39 Million
Q2 2025 Aug 04, 2025	SELL	$96.84 - $99.46 $45,321 - $46,547	-468 Reduced 3.23%	14,013 $1.39 Million
Q1 2025 Apr 14, 2025	SELL	$95.85 - $99.25 $985,146 - $1.02 Million	-10,278 Reduced 41.51%	14,481 $1.43 Million
Q4 2024 Jan 17, 2025	BUY	$96.64 - $101.23 $122,442 - $128,258	1,267 Added 5.39%	24,759 $2.4 Million

Q3 2024 Oct 08, 2024	BUY	$96.25 - $101.98 $59,771 - $63,329	621 Added 2.72%	23,492 $2.38 Million
Q2 2024 Aug 14, 2024	BUY	$95.11 - $97.92 $691,069 - $711,486	7,266 Added 46.56%	22,871 $2.22 Million
Q1 2024 Apr 10, 2024	SELL	$96.75 - $99.37 $145,318 - $149,253	-1,502 Reduced 8.78%	15,605 $1.53 Million
Q4 2023 Jan 09, 2024	SELL	$91.67 - $99.66 $154,738 - $168,226	-1,688 Reduced 8.98%	17,107 $1.7 Million
Q3 2023 Oct 10, 2023	BUY	$93.85 - $98.43 $830,666 - $871,203	8,851 Added 89.01%	18,795 $1.77 Million
Q2 2023 Jul 19, 2023	SELL	$97.49 - $100.53 $95,345 - $98,318	-978 Reduced 8.95%	9,944 $974,000
Q1 2023 Apr 20, 2023	BUY	$96.32 - $100.79 $612,306 - $640,722	6,357 Added 139.26%	10,922 $1.09 Million
Q4 2022 Jan 25, 2023	BUY	$93.63 - $99.69 $427,420 - $455,084	4,565 New	4,565 $0

Others Institutions Holding AGG

# of Institutions

2,277

Shares Held

1.3B

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