Partners In Financial Planning Ishares Core U.S. Aggregate Bo Transaction History

Partners In Financial Planning

  • $578 Billion
  • Q3 2025

A detailed history of Partners In Financial Planning transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Partners In Financial Planning holds 5,687 shares of AGG stock, worth $568,700. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,687
Previous 5,671 0.28%
Holding current value
$568,700
Previous $563 Million 1.34%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 10, 2025
BUY
$97.75 - $100.75 $1,564 - $1,612
16 Added 0.28%
5,687 $570 Million
Q2 2025

Aug 04, 2025
BUY
$96.84 - $99.46 $1,452 - $1,491
15 Added 0.27%
5,671 $563 Million
Q1 2025

Apr 30, 2025
SELL
$95.85 - $99.25 $958 - $992
-10 Reduced 0.18%
5,656 $559 Million
Q4 2024

Feb 12, 2025
BUY
$96.64 - $101.23 $547,562 - $573,569
5,666 New
5,666 $549 Million
Q1 2024

Feb 26, 2025
SELL
$96.75 - $99.37 $215,752 - $221,595
-2,230 Reduced 39.36%
3,436 $337 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
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Partners In Financial Planning Portfolio

Follow Partners In Financial Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email