Plum Street Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Plum Street Advisors, LLC

$259 Billion
Q3 2025

A detailed history of Plum Street Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Plum Street Advisors, LLC holds 3,679 shares of AGG stock, worth $367,900. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,679

Previous 3,600 2.19%

Holding current value

$367,900

Previous $357 Million 3.28%

% of portfolio

0.14%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$97.75 - $100.75 $7,722 - $7,959	79 Added 2.19%	3,679 $369 Million
Q2 2025 Aug 11, 2025	SELL	$96.84 - $99.46 $73,985 - $75,987	-764 Reduced 17.51%	3,600 $357 Million
Q4 2024 May 29, 2025	SELL	$96.64 - $101.23 $45,710 - $47,881	-473 Reduced 9.78%	4,364 $423 Million
Q3 2024 May 29, 2025	BUY	$96.25 - $101.98 $87,683 - $92,903	911 Added 23.2%	4,837 $490 Million
Q2 2024 May 29, 2025	SELL	$95.11 - $97.92 $86,645 - $89,205	-911 Reduced 18.83%	3,926 $381 Million

Q1 2024 May 29, 2025	BUY	$96.75 - $99.37 $235,586 - $241,965	2,435 Added 101.37%	4,837 $490 Million
Q4 2023 May 29, 2025	BUY	$91.67 - $99.66 $220,191 - $239,383	2,402 New	2,402 $238 Million

Others Institutions Holding AGG

# of Institutions

2,256

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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Plum Street Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History