Tyler Stone Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Tyler Stone Wealth Management

$535 Million
Q4 2024

A detailed history of Tyler Stone Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tyler Stone Wealth Management holds 13,152 shares of AGG stock, worth $1.28 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

13,152

Previous 13,652 3.66%

Holding current value

$1.28 Million

Previous $1.38 Million 7.81%

% of portfolio

0.24%

Previous 0.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$96.64 - $101.23 $48,320 - $50,615	-500 Reduced 3.66%	13,152 $1.27 Million
Q3 2024 Nov 04, 2024	BUY	$96.25 - $101.98 $655,943 - $694,993	6,815 Added 99.68%	13,652 $1.38 Million
Q2 2024 Aug 14, 2024	BUY	$95.11 - $97.92 $124,689 - $128,373	1,311 Added 23.72%	6,837 $663,000
Q1 2024 May 15, 2024	SELL	$96.75 - $99.37 $34,346 - $35,276	-355 Reduced 6.04%	5,526 $541,000
Q4 2023 Feb 14, 2024	BUY	$91.67 - $99.66 $75,352 - $81,920	822 Added 16.25%	5,881 $583,000
Q3 2023 Nov 14, 2023	BUY	$93.85 - $98.43 $72,546 - $76,086	773 Added 18.04%	5,059 $476,000
Q2 2023 Aug 14, 2023	BUY	$97.49 - $100.53 $1,072 - $1,105	11 Added 0.26%	4,286 $420,000
Q4 2022 Feb 14, 2023	BUY	$93.63 - $99.69 $132,767 - $141,360	1,418 Added 49.63%	4,275 $415,000
Q3 2022 Nov 14, 2022	BUY	$95.54 - $104.23 $15,764 - $17,197	165 Added 6.13%	2,857 $275,000
Q2 2022 Aug 11, 2022	BUY	$99.01 - $106.84 $495 - $534	5 Added 0.19%	2,692 $274,000
Q1 2022 May 12, 2022	SELL	$106.1 - $113.3 $52,625 - $56,196	-496 Reduced 15.58%	2,687 $288,000
Q4 2021 Feb 22, 2022	BUY	$113.45 - $115.33 $361,111 - $367,095	3,183 New	3,183 $363,000

Others Institutions Holding AGG

# of Institutions

2,108

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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Tyler Stone Wealth Management Ishares Core U.S. Aggregate Bo Transaction History