Stonehaven Wealth & Tax Solutions, LLC Ishares Core U.S. Aggregate Bo Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $111 Billion
  • Q4 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 83,991 shares of AGG stock, worth $8.4 Million. This represents 7.54% of its overall portfolio holdings.

Number of Shares
83,991
Previous 81,301 3.31%
Holding current value
$8.4 Million
Previous $8.15 Billion 2.93%
% of portfolio
7.54%
Previous 7.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$99.87 - $101.27 $268,650 - $272,416
2,690 Added 3.31%
83,991 $8.39 Billion
Q3 2025

Nov 13, 2025
BUY
$97.75 - $100.75 $375,555 - $387,081
3,842 Added 4.96%
81,301 $8.15 Billion
Q2 2025

Aug 14, 2025
BUY
$96.84 - $99.46 $291,197 - $299,076
3,007 Added 4.04%
77,459 $7.68 Billion
Q1 2025

May 15, 2025
BUY
$95.85 - $99.25 $1.57 Million - $1.63 Million
16,403 Added 28.26%
74,452 $7.36 Billion
Q4 2024

Feb 13, 2025
BUY
$96.64 - $101.23 $5.61 Million - $5.88 Million
58,049 New
58,049 $5.62 Billion

Others Institutions Holding AGG

# of Institutions
2,277
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
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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