Wealth Navi Inc. Ishares Core U.S. Aggregate Bo Transaction History

Wealth Navi Inc.

$11.3 Billion
Q4 2025

A detailed history of Wealth Navi Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Navi Inc. holds 11,159,114 shares of AGG stock, worth $1.12 Billion. This represents 9.85% of its overall portfolio holdings.

Number of Shares

11,159,114

Previous 10,411,748 7.18%

Holding current value

$1.12 Billion

Previous $1.04 Billion 6.78%

% of portfolio

9.85%

Previous 9.67%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$99.87 - $101.27 $74.6 Million - $75.7 Million	747,366 Added 7.18%	11,159,114 $1.11 Billion
Q3 2025 Oct 15, 2025	BUY	$97.75 - $100.75 $38.9 Million - $40.1 Million	398,378 Added 3.98%	10,411,748 $1.04 Billion
Q2 2025 Jul 18, 2025	SELL	$96.84 - $99.46 $31.8 Million - $32.7 Million	-328,322 Reduced 3.17%	10,013,370 $993 Million
Q1 2025 Apr 14, 2025	BUY	$95.85 - $99.25 $26 Million - $26.9 Million	271,055 Added 2.69%	10,341,692 $1.02 Billion
Q4 2024 Feb 06, 2025	BUY	$96.64 - $101.23 $20.1 Million - $21.1 Million	207,960 Added 2.11%	10,070,637 $976 Million

Q3 2024 Oct 23, 2024	BUY	$96.25 - $101.98 $22.4 Million - $23.7 Million	232,340 Added 2.41%	9,862,677 $999 Million
Q2 2024 Aug 13, 2024	BUY	$95.11 - $97.92 $15 Million - $15.5 Million	158,210 Added 1.67%	9,630,337 $935 Million
Q1 2024 Apr 17, 2024	BUY	$96.75 - $99.37 $39.2 Million - $40.2 Million	404,738 Added 4.46%	9,472,127 $928 Million
Q4 2023 Jan 29, 2024	BUY	$91.67 - $99.66 $37.2 Million - $40.4 Million	405,270 Added 4.68%	9,067,389 $900 Million
Q3 2023 Oct 13, 2023	BUY	$93.85 - $98.43 $72.1 Million - $75.6 Million	768,050 Added 9.73%	8,662,119 $815 Million
Q2 2023 Jul 06, 2023	BUY	$97.49 - $100.53 $33.7 Million - $34.7 Million	345,424 Added 4.58%	7,894,069 $773 Million
Q1 2023 Apr 12, 2023	BUY	$96.32 - $100.79 $44.9 Million - $47 Million	466,205 Added 6.58%	7,548,645 $752 Million
Q4 2022 Jan 18, 2023	BUY	$93.63 - $99.69 $30.4 Million - $32.3 Million	324,431 Added 4.8%	7,082,440 $687 Million
Q3 2022 Oct 13, 2022	BUY	$95.54 - $104.23 $20.3 Million - $22.2 Million	212,522 Added 3.25%	6,758,009 $651 Million
Q2 2022 Jul 25, 2022	BUY	$99.01 - $106.84 $21.1 Million - $22.8 Million	213,022 Added 3.36%	6,545,487 $666 Million
Q1 2022 Apr 06, 2022	BUY	$106.1 - $113.3 $34.3 Million - $36.6 Million	323,070 Added 5.38%	6,332,465 $678 Million
Q4 2021 Jan 18, 2022	BUY	$113.45 - $115.33 $61.7 Million - $62.7 Million	543,831 Added 9.95%	6,009,395 $686 Million
Q3 2021 Oct 06, 2021	BUY	$114.77 - $116.58 $80.7 Million - $81.9 Million	702,935 Added 14.76%	5,465,564 $628 Million
Q2 2021 Sep 22, 2021	BUY	$113.78 - $115.33 $70.6 Million - $71.5 Million	620,337 Added 14.98%	4,762,629 $0
Q1 2021 May 07, 2021	BUY	$113.42 - $118.04 $82 Million - $85.4 Million	723,157 Added 21.15%	4,142,292 $472 Million
Q4 2020 Feb 12, 2021	BUY	$117.06 - $118.42 $41.9 Million - $42.4 Million	358,068 Added 11.7%	3,419,135 $404 Million
Q3 2020 Nov 05, 2020	BUY	$117.95 - $119.63 $63.5 Million - $64.4 Million	538,528 Added 21.35%	3,061,067 $361 Million
Q2 2020 Aug 13, 2020	BUY	$114.73 - $118.21 $34.8 Million - $35.9 Million	303,591 Added 13.68%	2,522,539 $298 Million
Q1 2020 Apr 20, 2020	BUY	$106.57 - $117.86 $4.27 Million - $4.72 Million	40,059 Added 1.84%	2,218,948 $256 Million
Q4 2019 Jan 30, 2020	BUY	$111.81 - $113.82 $31.4 Million - $32 Million	281,017 Added 14.81%	2,178,889 $245 Million
Q3 2019 Oct 21, 2019	BUY	$111.75 - $113.28 $31.1 Million - $31.5 Million	278,100 Added 17.17%	1,897,872 $215 Million
Q2 2019 Jul 24, 2019	BUY	N/A	222,769 Added 15.95%	1,619,772 $180 Million
Q1 2019 May 08, 2019	BUY	N/A	1,397,003 New	1,397,003 $152 Million

Others Institutions Holding AGG

# of Institutions

2,273

Shares Held

1.29B

Call Options Held

179K

Put Options Held

24.4K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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