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

Perfromance Wealth Partners, LLC

$3.57 Billion
Q4 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 5,171 shares of AGG stock, worth $517,100. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,171

Previous 3,014 71.57%

Holding current value

$517,100

Previous $302,000 71.19%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$99.87 - $101.27 $215,419 - $218,439	2,157 Added 71.57%	5,171 $517,000
Q3 2025 Nov 07, 2025	SELL	$97.75 - $100.75 $11,534 - $11,888	-118 Reduced 3.77%	3,014 $302,000
Q2 2025 Jul 28, 2025	BUY	$96.84 - $99.46 $8,037 - $8,255	83 Added 2.72%	3,132 $310,000
Q1 2025 Apr 22, 2025	SELL	$95.85 - $99.25 $22,716 - $23,522	-237 Reduced 7.21%	3,049 $301,000
Q4 2024 Jan 17, 2025	SELL	$96.64 - $101.23 $24,160 - $25,307	-250 Reduced 7.07%	3,286 $318,000

Q3 2024 Oct 10, 2024	SELL	$96.25 - $101.98 $48,413 - $51,295	-503 Reduced 12.45%	3,536 $358,000
Q2 2024 Jul 19, 2024	SELL	$95.11 - $97.92 $1.93 Million - $1.99 Million	-20,287 Reduced 83.4%	4,039 $392,000
Q1 2024 Apr 30, 2024	SELL	$96.75 - $99.37 $828,373 - $850,805	-8,562 Reduced 26.03%	24,326 $2.38 Million
Q4 2023 Jan 22, 2024	SELL	$91.67 - $99.66 $936,317 - $1.02 Million	-10,214 Reduced 23.7%	32,888 $3.26 Million
Q3 2023 Oct 30, 2023	SELL	$93.85 - $98.43 $143,496 - $150,499	-1,529 Reduced 3.43%	43,102 $4.05 Million
Q2 2023 Jul 13, 2023	SELL	$97.49 - $100.53 $333,708 - $344,114	-3,423 Reduced 7.12%	44,631 $4.37 Million
Q1 2023 Apr 20, 2023	SELL	$96.32 - $100.79 $677,996 - $709,460	-7,039 Reduced 12.78%	48,054 $4.79 Million
Q4 2022 Jan 19, 2023	BUY	$93.63 - $99.69 $1,029 - $1,096	11 Added 0.02%	55,093 $0
Q3 2022 Oct 17, 2022	SELL	$95.54 - $104.23 $2,484 - $2,709	-26 Reduced 0.05%	55,082 $5.31 Million
Q2 2022 Jul 15, 2022	SELL	$99.01 - $106.84 $114,950 - $124,041	-1,161 Reduced 2.06%	55,108 $5.6 Million
Q1 2022 Apr 21, 2022	SELL	$106.1 - $113.3 $82,758 - $88,374	-780 Reduced 1.37%	56,269 $6.03 Million
Q4 2021 Feb 03, 2022	BUY	$113.45 - $115.33 $6.47 Million - $6.58 Million	57,049 New	57,049 $6.51 Million

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

Ticker AGG
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Perfromance Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History