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

Partners Wealth Management, LLC

  • $101 Billion
  • Q3 2025

A detailed history of Partners Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Partners Wealth Management, LLC holds 2,058 shares of AGG stock, worth $205,800. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,058
Previous 2,047 0.54%
Holding current value
$205,800
Previous $203 Million 1.85%
% of portfolio
0.2%
Previous 0.23%

Shares

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

Oct 29, 2025
BUY
$97.75 - $100.75 $1,075 - $1,108
11 Added 0.54%
2,058 $206 Million
Q1 2025

Apr 17, 2025
BUY
$95.85 - $99.25 $196,204 - $203,164
2,047 New
2,047 $202 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
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