Montecito Bank & Trust Ishares Core U.S. Aggregate Bo Transaction History

Montecito Bank & Trust

  • $635 Million
  • Q3 2025

A detailed history of Montecito Bank & Trust transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Montecito Bank & Trust holds 142,486 shares of AGG stock, worth $14.2 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
142,486
Previous 138,247 3.07%
Holding current value
$14.2 Million
Previous $13.6 Million 4.95%
% of portfolio
2.26%
Previous 2.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$97.75 - $100.75 $414,362 - $427,079
4,239 Added 3.07%
142,486 $14.3 Million
Q1 2025

Apr 17, 2025
SELL
$95.85 - $99.25 $784,819 - $812,659
-8,188 Reduced 5.59%
138,247 $13.6 Million
Q4 2024

Jan 17, 2025
SELL
$96.64 - $101.23 $1,739 - $1,822
-18 Reduced 0.01%
146,435 $14.2 Million
Q3 2024

Oct 31, 2024
BUY
$96.25 - $101.98 $14.1 Million - $14.9 Million
146,453 New
146,453 $14.8 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

AGG Quotes by TradingView
  • Ticker AGG
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More about AGG
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