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

Melfa Wealth Management, LLC

$174 Billion
Q4 2025

A detailed history of Melfa Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 7,075 shares of AGG stock, worth $707,500. This represents 0.41% of its overall portfolio holdings.

Number of Shares

7,075

Previous 6,888 2.71%

Holding current value

$707,500

Previous $691 Million 2.33%

% of portfolio

0.41%

Previous 0.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$99.87 - $101.27 $18,675 - $18,937	187 Added 2.71%	7,075 $707 Million
Q3 2025 Oct 27, 2025	BUY	$97.75 - $100.75 $50,341 - $51,886	515 Added 8.08%	6,888 $691 Million
Q2 2025 Jul 17, 2025	BUY	$96.84 - $99.46 $24,694 - $25,362	255 Added 4.17%	6,373 $632 Million
Q1 2025 May 02, 2025	BUY	$95.85 - $99.25 $76,871 - $79,598	802 Added 15.09%	6,118 $605 Million
Q4 2024 Jan 17, 2025	BUY	$96.64 - $101.23 $42,618 - $44,642	441 Added 9.05%	5,316 $515 Million

Q3 2024 Oct 16, 2024	BUY	$96.25 - $101.98 $19,346 - $20,497	201 Added 4.3%	4,875 $494 Million
Q2 2024 Jul 15, 2024	BUY	$95.11 - $97.92 $22,636 - $23,304	238 Added 5.37%	4,674 $454 Million
Q1 2024 Apr 23, 2024	BUY	$96.75 - $99.37 $429,183 - $440,805	4,436 New	4,436 $434 Million

Others Institutions Holding AGG

# of Institutions

2,256

Shares Held

1.29B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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