Discipline Wealth Solutions, LLC Ishares Core U.S. Aggregate Bo Transaction History

Discipline Wealth Solutions, LLC

$207 Million
Q4 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 11,746 shares of AGG stock, worth $1.16 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

11,746

Previous 16,853 30.3%

Holding current value

$1.16 Million

Previous $1.71 Million 33.29%

% of portfolio

0.55%

Previous 0.94%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 26, 2025	SELL	$96.64 - $101.23 $493,540 - $516,981	-5,107 Reduced 30.3%	11,746 $1.14 Million
Q3 2024 Nov 19, 2024	BUY	$96.25 - $101.98 $1.08 Million - $1.14 Million	11,188 Added 197.49%	16,853 $1.71 Million
Q2 2024 Aug 07, 2024	BUY	$95.11 - $97.92 $538,798 - $554,716	5,665 New	5,665 $549,000

Others Institutions Holding AGG

# of Institutions

2,127

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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Discipline Wealth Solutions, LLC Ishares Core U.S. Aggregate Bo Transaction History