Valpey Financial Services, LLC Ishares Core U.S. Aggregate Bo Transaction History

Valpey Financial Services, LLC

$153 Billion
Q3 2025

A detailed history of Valpey Financial Services, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Valpey Financial Services, LLC holds 28,608 shares of AGG stock, worth $2.86 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

28,608

Previous 27,984 2.23%

Holding current value

$2.86 Million

Previous $2.78 Billion 3.31%

% of portfolio

1.88%

Previous 1.92%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$97.75 - $100.75 $60,996 - $62,868	624 Added 2.23%	28,608 $2.87 Billion
Q2 2025 Jul 22, 2025	BUY	$96.84 - $99.46 $2.71 Million - $2.78 Million	27,984 New	27,984 $2.78 Billion

Others Institutions Holding AGG

# of Institutions

2,224

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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Valpey Financial Services, LLC Ishares Core U.S. Aggregate Bo Transaction History