Tilson Financial Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Tilson Financial Group, Inc.

$245 Million
Q4 2024

A detailed history of Tilson Financial Group, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 10,352 shares of AGG stock, worth $1.01 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

10,352

Previous 8,741 18.43%

Holding current value

$1.01 Million

Previous $849,000 18.14%

% of portfolio

0.41%

Previous 0.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$96.64 - $101.23 $155,687 - $163,081	1,611 Added 18.43%	10,352 $1 Million
Q3 2024 Oct 28, 2024	SELL	$96.25 - $101.98 $15,303 - $16,214	-159 Reduced 1.82%	8,582 $869,000
Q3 2024 Oct 28, 2024	BUY	$96.25 - $101.98 $841,321 - $891,407	8,741 New	8,741 $849,000
Q1 2024 Apr 25, 2024	SELL	$96.75 - $99.37 $8,707 - $8,943	-90 Reduced 1.89%	4,664 $457,000
Q4 2023 Jan 29, 2024	SELL	$91.67 - $99.66 $161,247 - $175,301	-1,759 Reduced 27.01%	4,754 $472,000
Q3 2023 Oct 31, 2023	BUY	$93.85 - $98.43 $611,245 - $641,074	6,513 New	6,513 $612,000
Q1 2023 Apr 28, 2023	SELL	$96.32 - $100.79 $197,167 - $206,317	-2,047 Reduced 18.42%	9,063 $903,000
Q4 2022 Feb 06, 2023	BUY	$93.63 - $99.69 $1.04 Million - $1.11 Million	11,110 New	11,110 $1.08 Million

Others Institutions Holding AGG

# of Institutions

2,094

Shares Held

1.22B

Call Options Held

128K

Put Options Held

205K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Tilson Financial Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History