A detailed history of Titus Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Titus Wealth Management holds 5,616 shares of AGG stock, worth $549,300. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,616
Previous 2,937 91.22%
Holding current value
$549,300
Previous $315,000 81.27%
% of portfolio
0.29%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Nov 09, 2022

BUY
$99.01 - $106.84 $265,247 - $286,224
2,679 Added 91.22%
5,616 $571,000
Q1 2022

May 16, 2022

BUY
$106.1 - $113.3 $78,407 - $83,728
739 Added 33.62%
2,937 $315,000
Q4 2021

Feb 15, 2022

SELL
$113.45 - $115.33 $3,403 - $3,459
-30 Reduced 1.35%
2,198 $251,000
Q3 2021

Nov 15, 2021

SELL
$114.77 - $116.58 $2,524 - $2,564
-22 Reduced 0.98%
2,228 $255,000
Q2 2021

Aug 16, 2021

BUY
$113.78 - $115.33 $113 - $115
1 Added 0.04%
2,250 $259,000
Q3 2020

Nov 16, 2020

BUY
$117.95 - $119.63 $20,877 - $21,174
177 Added 8.54%
2,249 $266,000
Q2 2020

Aug 14, 2020

BUY
$114.73 - $118.21 $2,524 - $2,600
22 Added 1.07%
2,072 $245,000
Q1 2020

May 18, 2020

BUY
$106.57 - $117.86 $218,468 - $241,613
2,050 New
2,050 $237,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Titus Wealth Management Portfolio

Follow Titus Wealth Management 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 Titus Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Titus Wealth Management with notifications on news.