Golden Bell Financial Planning LLC Ishares Core U.S. Aggregate Bo Transaction History

Golden Bell Financial Planning LLC

$115 Billion
Q3 2025

A detailed history of Golden Bell Financial Planning LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Golden Bell Financial Planning LLC holds 57,768 shares of AGG stock, worth $5.78 Million. This represents 5.03% of its overall portfolio holdings.

Number of Shares

57,768

Previous 60,237 4.1%

Holding current value

$5.78 Million

Previous $5.98 Billion 3.08%

% of portfolio

5.03%

Previous 5.63%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$97.75 - $100.75 $241,344 - $248,751	-2,469 Reduced 4.1%	57,768 $5.79 Billion
Q2 2025 Aug 05, 2025	SELL	$96.84 - $99.46 $356,468 - $366,112	-3,681 Reduced 5.76%	60,237 $5.98 Billion
Q1 2025 May 06, 2025	SELL	$95.85 - $99.25 $105,626 - $109,373	-1,102 Reduced 1.69%	63,918 $6.32 Billion
Q4 2024 Feb 04, 2025	BUY	$96.64 - $101.23 $6.28 Million - $6.58 Million	65,020 New	65,020 $6.3 Billion

Others Institutions Holding AGG

# of Institutions

2,223

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Golden Bell Financial Planning LLC Ishares Core U.S. Aggregate Bo Transaction History