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

Rede Wealth, LLC

$123 Million
Q3 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$96.84 - $99.46 $103,715 - $106,521	1,071 Added 8.05%	14,378 $1.43 Million
Q1 2025 May 14, 2025	SELL	$95.85 - $99.25 $766 - $794	-8 Reduced 0.06%	13,307 $1.32 Million
Q4 2024 Jan 28, 2025	SELL	$96.64 - $101.23 $63,009 - $66,001	-652 Reduced 4.67%	13,315 $1.29 Million
Q3 2024 Oct 18, 2024	SELL	$96.25 - $101.98 $5,582 - $5,914	-58 Reduced 0.41%	13,967 $1.41 Million
Q2 2024 Aug 02, 2024	BUY	$95.11 - $97.92 $31,291 - $32,215	329 Added 2.4%	14,025 $1.36 Million

Q1 2024 May 03, 2024	BUY	$96.75 - $99.37 $69,369 - $71,248	717 Added 5.52%	13,696 $1.34 Million
Q4 2023 Jan 17, 2024	SELL	$91.67 - $99.66 $786,070 - $854,584	-8,575 Reduced 39.78%	12,979 $1.29 Million
Q3 2023 Nov 08, 2023	SELL	$93.85 - $98.43 $101,639 - $106,599	-1,083 Reduced 4.78%	21,554 $2.03 Million
Q2 2023 Aug 07, 2023	SELL	$97.49 - $100.53 $89,398 - $92,186	-917 Reduced 3.89%	22,637 $2.22 Million
Q1 2023 Apr 26, 2023	BUY	$96.32 - $100.79 $363,126 - $379,978	3,770 Added 19.06%	23,554 $2.35 Million
Q4 2022 Jan 17, 2023	SELL	$93.63 - $99.69 $615,242 - $655,062	-6,571 Reduced 24.93%	19,784 $0
Q3 2022 Oct 17, 2022	BUY	$95.54 - $104.23 $175,315 - $191,262	1,835 Added 7.48%	26,355 $2.54 Million
Q2 2022 Jul 21, 2022	BUY	$99.01 - $106.84 $2.43 Million - $2.62 Million	24,520 New	24,520 $2.49 Million

Others Institutions Holding AGG

# of Institutions

2,228

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

Jones Financial Companies Lllp

144M
Shares

$14.4 Billion
9.9% of portfolio
Raymond James Financial Inc St. Petersburg, FL

79.2M
Shares

$7.92 Billion
2.66% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.11 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

63.8M
Shares

$6.38 Billion
1.26% of portfolio
Bank Of America Corp Charlotte, NC

46.3M
Shares

$4.63 Billion
0.32% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rede Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rede Wealth, LLC with notifications on news.