A detailed history of Wealthgarden F.S. LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 2,634 shares of AGG stock, worth $260,739. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,634
Previous 2,289 15.07%
Holding current value
$260,739
Previous $222 Million 17.47%
% of portfolio
0.25%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025

BUY
$95.85 - $99.25 $33,068 - $34,241
345 Added 15.07%
2,634 $261 Million
Q4 2024

Feb 03, 2025

BUY
$96.64 - $101.23 $221,208 - $231,715
2,289 New
2,289 $222 Million
Q3 2024

Nov 12, 2024

BUY
$96.25 - $101.98 $10.3 Million - $10.9 Million
106,900 New
106,900 $10.8 Billion

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Wealthgarden F.S. LLC Portfolio

Follow Wealthgarden F.S. LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthgarden F.S. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthgarden F.S. LLC with notifications on news.