Walkner Condon Financial Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Walkner Condon Financial Advisors LLC

  • $686 Million
  • Q4 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,252 shares of AGG stock, worth $425,200. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,252
Previous 9,913 57.11%
Holding current value
$425,200
Previous $993,000 57.2%
% of portfolio
0.06%
Previous 0.16%

Shares

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

Jan 20, 2026
SELL
$99.87 - $101.27 $565,364 - $573,289
-5,661 Reduced 57.11%
4,252 $425,000
Q3 2025

Oct 28, 2025
BUY
$97.75 - $100.75 $968,995 - $998,734
9,913 New
9,913 $993,000
Q3 2024

Oct 31, 2024
BUY
$96.25 - $101.98 $275,371 - $291,764
2,861 New
2,861 $289,000
Q2 2023

Jul 21, 2023
BUY
$97.49 - $100.53 $199,269 - $205,483
2,044 New
2,044 $200,000
Q3 2022

Oct 28, 2022
SELL
$95.54 - $104.23 $179,997 - $196,369
-1,884 Reduced 47.14%
2,113 $204,000
Q2 2022

Aug 04, 2022
SELL
$99.01 - $106.84 $148,911 - $160,687
-1,504 Reduced 27.34%
3,997 $406,000
Q1 2022

May 03, 2022
SELL
$106.1 - $113.3 $290,820 - $310,555
-2,741 Reduced 33.26%
5,501 $589 Million
Q4 2021

Feb 11, 2022
BUY
$113.45 - $115.33 $207,046 - $210,477
1,825 Added 28.44%
8,242 $0
Q3 2021

Nov 04, 2021
BUY
$114.77 - $116.58 $182,025 - $184,895
1,586 Added 32.83%
6,417 $739,000
Q2 2021

Aug 10, 2021
SELL
$113.78 - $115.33 $1.85 Million - $1.88 Million
-16,281 Reduced 77.12%
4,831 $557,000
Q1 2021

Apr 13, 2021
BUY
$113.42 - $118.04 $2.39 Million - $2.49 Million
21,112 New
21,112 $598,000

Others Institutions Holding AGG

# of Institutions
2,269
Shares Held
1.29B
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
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email