Twin Peaks Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Twin Peaks Wealth Advisors, LLC

$293 Billion
Q3 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 4,079 shares of AGG stock, worth $407,900. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,079

Previous 3,993 2.15%

Holding current value

$407,900

Previous $395 Million 3.45%

% of portfolio

0.14%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$97.75 - $100.75 $8,406 - $8,664	86 Added 2.15%	4,079 $409 Million
Q2 2025 Aug 13, 2025	SELL	$96.84 - $99.46 $31,860 - $32,722	-329 Reduced 7.61%	3,993 $395 Million
Q1 2025 Apr 16, 2025	BUY	$95.85 - $99.25 $414,263 - $428,958	4,322 New	4,322 $423 Million
Q2 2024 Jul 31, 2024	SELL	$95.11 - $97.92 $365,888 - $376,698	-3,847 Reduced 32.71%	7,913 $768 Million
Q1 2024 Apr 23, 2024	BUY	$96.75 - $99.37 $418,056 - $429,377	4,321 Added 58.09%	11,760 $1.15 Billion

Q4 2023 Jan 17, 2024	BUY	$91.67 - $99.66 $681,933 - $741,370	7,439 New	7,439 $738 Million

Others Institutions Holding AGG

# of Institutions

2,228

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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Twin Peaks Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History