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

Lake Hills Wealth Management, LLC

$148 Million
Q1 2025

A detailed history of Lake Hills Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 19,448 shares of AGG stock, worth $1.9 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

19,448

Previous 24,274 19.88%

Holding current value

$1.9 Million

Previous $2.35 Million 18.37%

% of portfolio

1.3%

Previous 1.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$95.85 - $99.25 $462,572 - $478,980	-4,826 Reduced 19.88%	19,448 $1.92 Million
Q4 2024 Jan 17, 2025	SELL	$96.64 - $101.23 $7.51 Million - $7.87 Million	-77,726 Reduced 76.2%	24,274 $2.35 Million
Q3 2024 Oct 10, 2024	SELL	$96.25 - $101.98 $218,583 - $231,596	-2,271 Reduced 2.18%	102,000 $10.3 Million
Q2 2024 Jul 09, 2024	BUY	$95.11 - $97.92 $5.95 Million - $6.12 Million	62,515 Added 149.72%	104,271 $10.1 Million
Q1 2024 Apr 04, 2024	BUY	$96.75 - $99.37 $4.04 Million - $4.15 Million	41,756 New	41,756 $4.09 Million
Q2 2022 Jul 25, 2022	SELL	$99.01 - $106.84 $2.91 Million - $3.14 Million	-29,410 Closed	0 $0
Q1 2022 Apr 21, 2022	BUY	$106.1 - $113.3 $129,760 - $138,565	1,223 Added 4.34%	29,410 $3.15 Million
Q4 2021 Jan 10, 2022	BUY	$113.45 - $115.33 $3.2 Million - $3.25 Million	28,187 New	28,187 $3.22 Million

Others Institutions Holding AGG

# of Institutions

2,135

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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