Potentia Wealth Ishares Core U.S. Aggregate Bo Transaction History

Potentia Wealth

  • $262 Billion
  • Q3 2025

A detailed history of Potentia Wealth transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Potentia Wealth holds 2,829 shares of AGG stock, worth $282,900. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,829
Previous 2,175 30.07%
Holding current value
$282,900
Previous $216 Million 31.49%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Nov 12, 2025
BUY
$97.75 - $100.75 $63,928 - $65,890
654 Added 30.07%
2,829 $284 Million
Q2 2025

Aug 14, 2025
BUY
$96.84 - $99.46 $210,627 - $216,325
2,175 New
2,175 $216 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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