Tsa Wealth Managment LLC Ishares Core U.S. Aggregate Bo Transaction History

Tsa Wealth Managment LLC

$274 Billion
Q2 2025

A detailed history of Tsa Wealth Managment LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tsa Wealth Managment LLC holds 5,350 shares of AGG stock, worth $538,584. This represents 0.19% of its overall portfolio holdings.

Number of Shares

5,350

Previous 5,730 6.63%

Holding current value

$538,584

Previous $567 Million 6.37%

% of portfolio

0.19%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$96.84 - $99.46 $36,799 - $37,794	-380 Reduced 6.63%	5,350 $531 Million
Q1 2025 Apr 23, 2025	SELL	$95.85 - $99.25 $439,759 - $455,359	-4,588 Reduced 44.47%	5,730 $567 Million
Q4 2024 Feb 06, 2025	SELL	$96.64 - $101.23 $531,809 - $557,068	-5,503 Reduced 34.78%	10,318 $1 Billion
Q3 2024 Nov 06, 2024	BUY	$96.25 - $101.98 $68,626 - $72,711	713 Added 4.72%	15,821 $1.6 Billion
Q2 2024 Jul 26, 2024	SELL	$95.11 - $97.92 $347,531 - $357,799	-3,654 Reduced 19.48%	15,108 $1.47 Billion
Q1 2024 May 08, 2024	BUY	$96.75 - $99.37 $500,778 - $514,339	5,176 Added 38.1%	18,762 $1.84 Billion
Q4 2023 Feb 09, 2024	BUY	$91.67 - $99.66 $1.25 Million - $1.35 Million	13,586 New	13,586 $1.35 Billion

Others Institutions Holding AGG

# of Institutions

2,175

Shares Held

1.31B

Call Options Held

213K

Put Options Held

130K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Tsa Wealth Managment LLC Ishares Core U.S. Aggregate Bo Transaction History