Foundation Wealth Management, Llc\Pa Ishares Core U.S. Aggregate Bo Transaction History

Foundation Wealth Management, Llc\Pa

$276 Billion
Q4 2025

A detailed history of Foundation Wealth Management, Llc\Pa transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 3,550 shares of AGG stock, worth $355,000. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,550

Previous 4,222 15.92%

Holding current value

$355,000

Previous $423 Million 16.23%

% of portfolio

0.13%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$99.87 - $101.27 $67,112 - $68,053	-672 Reduced 15.92%	3,550 $355 Million
Q3 2025 Oct 20, 2025	BUY	$97.75 - $100.75 $87,193 - $89,869	892 Added 26.79%	4,222 $423 Million
Q2 2025 Aug 11, 2025	BUY	$96.84 - $99.46 $387 - $397	4 Added 0.12%	3,330 $330 Million
Q1 2025 Apr 22, 2025	BUY	$95.85 - $99.25 $287 - $297	3 Added 0.09%	3,326 $329 Million
Q4 2024 Feb 11, 2025	BUY	$96.64 - $101.23 $321,134 - $336,387	3,323 New	3,323 $322 Million

Others Institutions Holding AGG

# of Institutions

2,246

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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Foundation Wealth Management, Llc\Pa Ishares Core U.S. Aggregate Bo Transaction History