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

Mbl Wealth, LLC

$833 Million
Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mbl Wealth, LLC holds 7,659 shares of AGG stock, worth $753,875. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,659

Previous 209,659 96.35%

Holding current value

$753,875

Previous $20.5 Million 96.38%

% of portfolio

0.09%

Previous 2.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$95.11 - $97.92 $19.2 Million - $19.8 Million	-202,000 Reduced 96.35%	7,659 $743,000
Q1 2024 Apr 22, 2024	BUY	$96.75 - $99.37 $1.62 Million - $1.67 Million	16,760 Added 8.69%	209,659 $20.5 Million
Q4 2023 Jan 18, 2024	BUY	$91.67 - $99.66 $1.89 Million - $2.06 Million	20,651 Added 11.99%	192,899 $19.1 Million
Q3 2023 Oct 11, 2023	BUY	$93.85 - $98.43 $3.2 Million - $3.35 Million	34,063 Added 24.65%	172,248 $16.2 Million
Q2 2023 Jul 17, 2023	BUY	$97.49 - $100.53 $2.83 Million - $2.92 Million	29,002 Added 26.56%	138,185 $13.5 Million
Q1 2023 Apr 11, 2023	BUY	$96.32 - $100.79 $2.47 Million - $2.58 Million	25,642 Added 30.69%	109,183 $10.9 Million
Q4 2022 Jan 12, 2023	BUY	$93.63 - $99.69 $1.25 Million - $1.33 Million	13,391 Added 19.09%	83,541 $8.1 Million
Q3 2022 Jan 12, 2023	BUY	$95.54 - $104.23 $6.7 Million - $7.31 Million	70,150 New	70,150 $6.76 Million

Others Institutions Holding AGG

# of Institutions

1,929

Shares Held

1.03B

Call Options Held

68.7K

Put Options Held

176K

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 Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account