Balboa Wealth Partners Ishares Core U.S. Aggregate Bo Transaction History

Balboa Wealth Partners

$422 Million
Q4 2024

A detailed history of Balboa Wealth Partners transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Balboa Wealth Partners holds 13,376 shares of AGG stock, worth $1.3 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

13,376

Previous 12,268 9.03%

Holding current value

$1.3 Million

Previous $1.24 Million 4.35%

% of portfolio

0.31%

Previous 0.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$96.64 - $101.23 $107,077 - $112,162	1,108 Added 9.03%	13,376 $1.3 Million
Q3 2024 Nov 06, 2024	SELL	$96.25 - $101.98 $120,697 - $127,882	-1,254 Reduced 9.27%	12,268 $1.24 Million
Q2 2024 Aug 13, 2024	BUY	$95.11 - $97.92 $1.03 Million - $1.06 Million	10,788 Added 394.59%	13,522 $1.31 Million
Q1 2024 May 13, 2024	SELL	$96.75 - $99.37 $31,927 - $32,792	-330 Reduced 10.77%	2,734 $267,000
Q4 2023 Feb 09, 2024	BUY	$91.67 - $99.66 $280,876 - $305,358	3,064 New	3,064 $304,000

Others Institutions Holding AGG

# of Institutions

2,051

Shares Held

1.14B

Call Options Held

115K

Put Options Held

402K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Balboa Wealth Partners Ishares Core U.S. Aggregate Bo Transaction History