Navigation Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Navigation Wealth Management, Inc.

  • $63.4 Million
  • Q3 2025

A detailed history of Navigation Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Navigation Wealth Management, Inc. holds 16,953 shares of AGG stock, worth $1.7 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
16,953
Previous 14,257 18.91%
Holding current value
$1.7 Million
Previous $1.41 Million 20.16%
% of portfolio
2.68%
Previous 2.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$97.75 - $100.75 $263,534 - $271,622
2,696 Added 18.91%
16,953 $1.7 Million
Q2 2025

Jul 09, 2025
BUY
$96.84 - $99.46 $1.16 Million - $1.19 Million
11,947 Added 517.19%
14,257 $1.41 Million
Q1 2025

Apr 09, 2025
BUY
$95.85 - $99.25 $221,413 - $229,267
2,310 New
2,310 $228,000

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
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