West Branch Capital LLC Ishares Core U.S. Aggregate Bo Transaction History

West Branch Capital LLC

  • $364 Million
  • Q4 2025

A detailed history of West Branch Capital LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, West Branch Capital LLC holds 2,430 shares of AGG stock, worth $243,000. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,430
Previous 3,378 28.06%
Holding current value
$243,000
Previous $338,000 28.11%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Jan 16, 2026
SELL
$99.87 - $101.27 $94,676 - $96,003
-948 Reduced 28.06%
2,430 $243,000
Q3 2025

Oct 20, 2025
BUY
$97.75 - $100.75 $13,196 - $13,601
135 Added 4.16%
3,378 $338,000
Q2 2025

Jul 16, 2025
SELL
$96.84 - $99.46 $19,368 - $19,892
-200 Reduced 5.81%
3,243 $321,000
Q4 2024

Jan 17, 2025
BUY
$96.64 - $101.23 $14,496 - $15,184
150 Added 4.56%
3,443 $333,000
Q1 2024

Apr 23, 2024
BUY
$96.75 - $99.37 $28,541 - $29,314
295 Added 9.84%
3,293 $322,000
Q4 2023

Jan 19, 2024
BUY
$91.67 - $99.66 $91,028 - $98,962
993 Added 49.53%
2,998 $297,000
Q3 2023

Oct 20, 2023
BUY
$93.85 - $98.43 $4,223 - $4,429
45 Added 2.3%
2,005 $188,000
Q2 2023

Aug 04, 2023
BUY
$97.49 - $100.53 $53,132 - $54,788
545 Added 38.52%
1,960 $191,000
Q1 2023

Apr 20, 2023
BUY
$96.32 - $100.79 $5,779 - $6,047
60 Added 4.43%
1,415 $140,000
Q4 2022

Jan 27, 2023
BUY
$93.63 - $99.69 $9,831 - $10,467
105 Added 8.4%
1,355 $0
Q2 2021

Aug 17, 2021
BUY
$113.78 - $115.33 $142,225 - $144,162
1,250 New
1,250 $0

Others Institutions Holding AGG

# of Institutions
2,243
Shares Held
1.3B
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 West Branch Capital LLC Portfolio

Follow West Branch Capital 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 West Branch Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Branch Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email