Peak Financial Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Peak Financial Management, Inc. holds 109,174 shares of AGG stock, worth $10.7 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

109,174

Previous 106,325 2.68%

Holding current value

$10.7 Million

Previous $10.8 Million 1.76%

% of portfolio

3.2%

Previous 3.2%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$96.64 - $101.23 $275,327 - $288,404	2,849 Added 2.68%	109,174 $10.6 Million
Q3 2024 Oct 15, 2024	BUY	$96.25 - $101.98 $298,086 - $315,832	3,097 Added 3.0%	106,325 $10.8 Million
Q2 2024 Jul 22, 2024	SELL	$95.11 - $97.92 $488,770 - $503,210	-5,139 Reduced 4.74%	103,228 $10 Million
Q1 2024 Apr 22, 2024	SELL	$96.75 - $99.37 $18,092 - $18,582	-187 Reduced 0.17%	108,367 $10.6 Million
Q4 2023 Jan 18, 2024	SELL	$91.67 - $99.66 $886,448 - $963,712	-9,670 Reduced 8.18%	108,554 $10.8 Million
Q3 2023 Oct 24, 2023	BUY	$93.85 - $98.43 $21,491 - $22,540	229 Added 0.19%	118,224 $11.1 Million
Q2 2023 Jul 26, 2023	SELL	$97.49 - $100.53 $95,832 - $98,820	-983 Reduced 0.83%	117,995 $11.6 Million
Q1 2023 Apr 24, 2023	BUY	$96.32 - $100.79 $309,379 - $323,737	3,212 Added 2.77%	118,978 $11.9 Million
Q4 2022 Jan 27, 2023	BUY	$93.63 - $99.69 $373,021 - $397,164	3,984 Added 3.56%	115,766 $11.2 Million
Q3 2022 Oct 28, 2022	SELL	$95.54 - $104.23 $300,759 - $328,116	-3,148 Reduced 2.74%	111,782 $10.8 Million
Q2 2022 Jul 29, 2022	BUY	$99.01 - $106.84 $549,406 - $592,855	5,549 Added 5.07%	114,930 $11.7 Million
Q1 2022 Apr 20, 2022	BUY	$106.1 - $113.3 $137,611 - $146,950	1,297 Added 1.2%	109,381 $11.7 Million
Q4 2021 Jan 27, 2022	BUY	$113.45 - $115.33 $686,485 - $697,861	6,051 Added 5.93%	108,084 $12.3 Million
Q3 2021 Oct 19, 2021	BUY	$114.77 - $116.58 $224,031 - $227,564	1,952 Added 1.95%	102,033 $11.7 Million
Q2 2021 Aug 04, 2021	BUY	$113.78 - $115.33 $799,532 - $810,423	7,027 Added 7.55%	100,081 $11.5 Million
Q1 2021 Apr 29, 2021	BUY	$113.42 - $118.04 $662,259 - $689,235	5,839 Added 6.69%	93,054 $10.6 Million
Q4 2020 Jan 26, 2021	BUY	$117.06 - $118.42 $454,778 - $460,061	3,885 Added 4.66%	87,215 $10.3 Million
Q3 2020 Oct 19, 2020	BUY	$117.95 - $119.63 $853,958 - $866,121	7,240 Added 9.52%	83,330 $9.84 Million
Q2 2020 Aug 06, 2020	SELL	$114.73 - $118.21 $282,579 - $291,151	-2,463 Reduced 3.14%	76,090 $9 Million
Q1 2020 Apr 29, 2020	SELL	$106.57 - $117.86 $708,157 - $783,179	-6,645 Reduced 7.8%	78,553 $9.06 Million
Q4 2019 Jan 31, 2020	SELL	$111.81 - $113.82 $7,379 - $7,512	-66 Reduced 0.08%	85,198 $9.57 Million
Q3 2019 Oct 29, 2019	BUY	$111.75 - $113.28 $302,954 - $307,102	2,711 Added 3.28%	85,264 $9.65 Million
Q2 2019 Aug 01, 2019	BUY	N/A	1,942 Added 2.41%	82,553 $9.19 Million
Q1 2019 May 01, 2019	SELL	N/A	-7,423 Reduced 8.43%	80,611 $8.79 Million
Q4 2018 Jan 30, 2019	SELL	N/A	-8,072 Reduced 8.4%	88,034 $9.38 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-2,181 Reduced 2.22%	96,106 $10.1 Million
Q2 2018 Jul 19, 2018	SELL	N/A	-5,090 Reduced 4.92%	98,287 $10.5 Million
Q1 2018 May 08, 2018	SELL	N/A	-23,692 Reduced 18.64%	103,377 $11.1 Million
Q4 2017 Feb 08, 2018	SELL	N/A	-8,397 Reduced 6.2%	127,069 $13.9 Million
Q3 2017 Oct 30, 2017	SELL	N/A	-4,928 Reduced 3.51%	135,466 $14.8 Million
Q2 2017 Aug 14, 2017	BUY	N/A	140,394	140,394 $15.4 Million

Others Institutions Holding AGG

# of Institutions

2,110

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Peak Financial Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History