True Wealth Design, LLC Ishares Core U.S. Aggregate Bo Transaction History

True Wealth Design, LLC

$405 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$93.85 - $98.43 $13,326 - $13,977	142 New	142 $13.4 Million
Q4 2022 Feb 15, 2023	BUY	$93.63 - $99.69 $41,103 - $43,763	439 New	439 $42.6 Million

Others Institutions Holding AGG

# of Institutions

1,929

Shares Held

1.04B

Call Options Held

68.7K

Put Options Held

176K

Jones Financial Companies Lllp

117M
Shares

$11.4 Billion
13.14% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$6.94 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

58.1M
Shares

$5.67 Billion
1.39% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.77 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.49 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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