Fortis Capital Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Fortis Capital Advisors, LLC

$677 Billion
Q4 2025

A detailed history of Fortis Capital Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 42,011 shares of AGG stock, worth $4.2 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

42,011

Previous 37,761 11.25%

Holding current value

$4.2 Million

Previous $3.79 Billion 10.84%

% of portfolio

0.62%

Previous 0.6%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	$99.87 - $101.27 $424,447 - $430,397	4,250 Added 11.25%	42,011 $4.2 Billion
Q3 2025 Oct 31, 2025	SELL	$97.75 - $100.75 $49,559 - $51,080	-507 Reduced 1.32%	37,761 $3.79 Billion
Q2 2025 Jul 21, 2025	BUY	$96.84 - $99.46 $1.45 Million - $1.48 Million	14,927 Added 63.95%	38,268 $3.8 Billion
Q1 2025 May 20, 2025	BUY	$95.85 - $99.25 $1.93 Million - $2 Million	20,144 Added 630.09%	23,341 $2.31 Billion
Q4 2024 Feb 13, 2025	SELL	$96.64 - $101.23 $1.14 Million - $1.19 Million	-11,761 Reduced 78.63%	3,197 $321 Million

Q3 2024 Nov 12, 2024	BUY	$96.25 - $101.98 $984,445 - $1.04 Million	10,228 Added 216.24%	14,958 $1.51 Billion
Q2 2024 Aug 02, 2024	SELL	$95.11 - $97.92 $66,957 - $68,935	-704 Reduced 12.96%	4,730 $459 Million
Q1 2024 May 08, 2024	BUY	$96.75 - $99.37 $525,739 - $539,976	5,434 New	5,434 $532 Million
Q1 2023 May 15, 2023	BUY	$96.32 - $100.79 $770 - $806	8 Added 3.79%	219 $21.8 Million
Q4 2022 Feb 14, 2023	BUY	$93.63 - $99.69 $19,755 - $21,034	211 New	211 $20.5 Million

Others Institutions Holding AGG

# of Institutions

2,269

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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Fortis Capital Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History