Navigation Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Navigation Wealth Management, Inc.

  • $61 Million
  • Q4 2025

A detailed history of Navigation Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Navigation Wealth Management, Inc. holds 17,985 shares of AGG stock, worth $1.8 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares
17,985
Previous 16,953 6.09%
Holding current value
$1.8 Million
Previous $1.7 Million 5.83%
% of portfolio
2.95%
Previous 2.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$99.87 - $101.27 $103,065 - $104,510
1,032 Added 6.09%
17,985 $1.8 Million
Q3 2025

Oct 27, 2025
BUY
$97.75 - $100.75 $263,534 - $271,622
2,696 Added 18.91%
16,953 $1.7 Million
Q2 2025

Jul 09, 2025
BUY
$96.84 - $99.46 $1.16 Million - $1.19 Million
11,947 Added 517.19%
14,257 $1.41 Million
Q1 2025

Apr 09, 2025
BUY
$95.85 - $99.25 $221,413 - $229,267
2,310 New
2,310 $228,000

Others Institutions Holding AGG

# of Institutions
2,273
Shares Held
1.29B
Call Options Held
179K
Put Options Held
24.4K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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