Winthrop Capital Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Winthrop Capital Management, LLC

$413 Million
Q3 2025

A detailed history of Winthrop Capital Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Winthrop Capital Management, LLC holds 40,593 shares of AGG stock, worth $4.06 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

40,593

Previous 36,593 10.93%

Holding current value

$4.06 Million

Previous $3.63 Million 12.09%

% of portfolio

0.98%

Previous 0.92%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$97.75 - $100.75 $391,000 - $403,000	4,000 Added 10.93%	40,593 $4.07 Million
Q2 2025 Aug 07, 2025	SELL	$96.84 - $99.46 $67,788 - $69,622	-700 Reduced 1.88%	36,593 $3.63 Million
Q1 2025 May 06, 2025	SELL	$95.85 - $99.25 $99,779 - $103,319	-1,041 Reduced 2.72%	37,293 $3.69 Million
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $3.7 Million - $3.88 Million	38,334 New	38,334 $3.72 Million
Q4 2023 Feb 09, 2024	BUY	$91.67 - $99.66 $1.76 Million - $1.92 Million	19,225 New	19,225 $1.91 Billion

Others Institutions Holding AGG

# of Institutions

2,221

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Winthrop Capital Management, LLC Ishares Core U.S. Aggregate Bo Transaction History