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

Ruedi Wealth Management, Inc.

$320 Billion
Q1 2025

A detailed history of Ruedi Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 391 shares of AGG stock, worth $38,357. This represents 0.01% of its overall portfolio holdings.

Number of Shares

391

Previous 363 7.71%

Holding current value

$38,357

Previous $35.2 Million 9.91%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$95.85 - $99.25 $2,683 - $2,779	28 Added 7.71%	391 $38.7 Million
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $1,159 - $1,214	12 Added 3.42%	363 $35.2 Million
Q3 2024 Oct 22, 2024	BUY	$96.25 - $101.98 $96 - $101	1 Added 0.29%	351 $35.5 Million
Q2 2024 Jul 17, 2024	BUY	$95.11 - $97.92 $380 - $391	4 Added 1.16%	350 $34 Million
Q1 2024 May 06, 2024	BUY	$96.75 - $99.37 $10,352 - $10,632	107 Added 44.77%	346 $33.8 Million
Q4 2023 Jan 25, 2024	BUY	$91.67 - $99.66 $275 - $298	3 Added 1.27%	239 $23.8 Million
Q3 2023 Oct 26, 2023	BUY	$93.85 - $98.43 $93 - $98	1 Added 0.43%	236 $22.2 Million
Q2 2023 Jul 27, 2023	BUY	$97.49 - $100.53 $389 - $402	4 Added 1.73%	235 $23 Million
Q1 2023 May 09, 2023	BUY	$96.32 - $100.79 $8,765 - $9,171	91 Added 65.0%	231 $23 Million
Q4 2022 Feb 21, 2023	BUY	$93.63 - $99.69 $13,108 - $13,956	140 New	140 $359 Million

Others Institutions Holding AGG

# of Institutions

2,166

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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Ruedi Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History