Fiduciary Financial Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Fiduciary Financial Group, LLC

$708 Billion
Q4 2025

A detailed history of Fiduciary Financial Group, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 13,506 shares of AGG stock, worth $1.35 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

13,506

Previous 10,372 30.22%

Holding current value

$1.35 Million

Previous $1.04 Billion 29.74%

% of portfolio

0.19%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$99.87 - $101.27 $312,992 - $317,380	3,134 Added 30.22%	13,506 $1.35 Billion
Q3 2025 Oct 09, 2025	BUY	$97.75 - $100.75 $206,057 - $212,381	2,108 Added 25.51%	10,372 $1.04 Billion
Q2 2025 Jul 02, 2025	BUY	$96.84 - $99.46 $55,586 - $57,090	574 Added 7.46%	8,264 $816 Million
Q1 2025 Apr 14, 2025	BUY	$95.85 - $99.25 $136,202 - $141,034	1,421 Added 22.67%	7,690 $747 Million
Q4 2024 Jan 13, 2025	BUY	$96.64 - $101.23 $207,196 - $217,037	2,144 Added 51.98%	6,269 $601 Million

Q3 2024 Oct 09, 2024	SELL	$96.25 - $101.98 $242,453 - $256,887	-2,519 Reduced 37.91%	4,125 $412 Million
Q2 2024 Jul 17, 2024	BUY	$95.11 - $97.92 $631,910 - $650,580	6,644 New	6,644 $654 Million

Others Institutions Holding AGG

# of Institutions

2,273

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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Fiduciary Financial Group, LLC Ishares Core U.S. Aggregate Bo Transaction History