Pmg Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Pmg Wealth Management, Inc.

$131 Billion
Q3 2025

A detailed history of Pmg Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 6,500 shares of AGG stock, worth $650,000. This represents 0.5% of its overall portfolio holdings.

Number of Shares

6,500

Previous 4,000 62.5%

Holding current value

$650,000

Previous $396 Million 64.71%

% of portfolio

0.5%

Previous 0.33%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$97.75 - $100.75 $244,375 - $251,875	2,500 Added 62.5%	6,500 $651 Million
Q2 2025 Jul 17, 2025	SELL	$96.84 - $99.46 $89,577 - $92,000	-925 Reduced 18.78%	4,000 $396 Million
Q1 2025 Apr 09, 2025	BUY	$95.85 - $99.25 $33,547 - $34,737	350 Added 7.65%	4,925 $486 Million
Q4 2024 Feb 03, 2025	BUY	$96.64 - $101.23 $442,128 - $463,127	4,575 New	4,575 $443 Million

Others Institutions Holding AGG

# of Institutions

2,243

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Pmg Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History