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

True Wealth Design, LLC

  • $341 Billion
  • Q4 2025

A detailed history of True Wealth Design, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, True Wealth Design, LLC holds 610 shares of AGG stock, worth $61,000. This represents 0.02% of its overall portfolio holdings.

Number of Shares
610
Holding current value
$61,000
% of portfolio
0.02%

Shares

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

Jan 08, 2026
BUY
$99.87 - $101.27 $60,920 - $61,774
610 New
610 $60.9 Million
Q3 2023

Nov 13, 2023
BUY
$93.85 - $98.43 $13,326 - $13,977
142 New
142 $13.4 Million
Q4 2022

Feb 15, 2023
BUY
$93.63 - $99.69 $41,103 - $43,763
439 New
439 $42.6 Million

Others Institutions Holding AGG

# of Institutions
2,229
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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