A detailed history of Basepoint Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Basepoint Wealth LLC holds 3,091 shares of AGG stock, worth $311,170. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,091
Previous 3,059 1.05%
Holding current value
$311,170
Previous $303 Million 1.34%
% of portfolio
0.24%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Oct 16, 2025

BUY
$96.84 - $99.46 $3,098 - $3,182
32 Added 1.05%
3,091 $307 Million
Q1 2025

Oct 16, 2025

BUY
$95.85 - $99.25 $1,821 - $1,885
19 Added 0.63%
3,059 $303 Million
Q4 2024

Oct 16, 2025

BUY
$96.64 - $101.23 $3,189 - $3,340
33 Added 1.1%
3,040 $295 Million
Q3 2024

Oct 16, 2025

BUY
$96.25 - $101.98 $2,117 - $2,243
22 Added 0.74%
3,007 $305 Million
Q2 2024

Oct 16, 2025

BUY
$95.11 - $97.92 $2,092 - $2,154
22 Added 0.74%
2,985 $290 Million
Q1 2024

Oct 16, 2025

BUY
$96.75 - $99.37 $286,670 - $294,433
2,963 New
2,963 $290 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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

Track Basepoint Wealth LLC Portfolio

Follow Basepoint Wealth 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 Basepoint Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Basepoint Wealth LLC with notifications on news.