Hb Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Hb Wealth Management, LLC holds 128,306 shares of AGG stock, worth $12.8 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

128,306

Previous 116,352 10.27%

Holding current value

$12.8 Million

Previous $11.5 Million 11.44%

% of portfolio

0.09%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$97.75 - $100.75 $1.17 Million - $1.2 Million	11,954 Added 10.27%	128,306 $12.9 Million
Q2 2025 Jul 17, 2025	SELL	$96.84 - $99.46 $2.93 Million - $3.01 Million	-30,255 Reduced 20.64%	116,352 $11.5 Million
Q1 2025 May 07, 2025	BUY	$95.85 - $99.25 $6.89 Million - $7.13 Million	71,866 Added 96.15%	146,607 $14.5 Million
Q4 2024 Jan 15, 2025	BUY	$96.64 - $101.23 $2.55 Million - $2.67 Million	26,354 Added 54.47%	74,741 $7.24 Million
Q3 2024 Oct 15, 2024	BUY	$96.25 - $101.98 $602,428 - $638,292	6,259 Added 14.86%	48,387 $4.9 Million

Q2 2024 Jul 26, 2024	SELL	$95.11 - $97.92 $600,904 - $618,658	-6,318 Reduced 13.04%	42,128 $4.09 Million
Q1 2024 Apr 30, 2024	SELL	$96.75 - $99.37 $1.03 Million - $1.06 Million	-10,652 Reduced 18.02%	48,446 $4.74 Million
Q4 2023 Jan 16, 2024	BUY	$91.67 - $99.66 $3.86 Million - $4.19 Million	42,076 Added 247.19%	59,098 $5.87 Million
Q3 2023 Oct 13, 2023	BUY	$93.85 - $98.43 $166,396 - $174,516	1,773 Added 11.63%	17,022 $1.6 Million
Q2 2023 Jul 13, 2023	SELL	$97.49 - $100.53 $227,834 - $234,938	-2,337 Reduced 13.29%	15,249 $1.49 Million
Q1 2023 Apr 13, 2023	BUY	$96.32 - $100.79 $100,847 - $105,527	1,047 Added 6.33%	17,586 $1.75 Million
Q4 2022 Jan 20, 2023	SELL	$93.63 - $99.69 $620,392 - $660,545	-6,626 Reduced 28.6%	16,539 $0
Q3 2022 Oct 19, 2022	BUY	$95.54 - $104.23 $803,778 - $876,886	8,413 Added 57.03%	23,165 $2.23 Million
Q2 2022 Jul 15, 2022	SELL	$99.01 - $106.84 $55,247 - $59,616	-558 Reduced 3.64%	14,752 $1.5 Million
Q1 2022 May 16, 2022	BUY	$106.1 - $113.3 $262,067 - $279,851	2,470 Added 19.24%	15,310 $1.64 Million
Q4 2021 Feb 15, 2022	BUY	$113.45 - $115.33 $1.46 Million - $1.48 Million	12,840 New	12,840 $1.47 Million

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Account

Hb Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History