4 Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

4 Wealth Advisors, Inc.

$98.4 Billion
Q2 2025

A detailed history of 4 Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 4,003 shares of AGG stock, worth $396,817. This represents 0.4% of its overall portfolio holdings.

Number of Shares

4,003

Previous 4,013 0.25%

Holding current value

$396,817

Previous $397 Million 0.03%

% of portfolio

0.4%

Previous 0.43%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$96.84 - $99.46 $968 - $994	-10 Reduced 0.25%	4,003 $397 Million
Q1 2025 May 05, 2025	SELL	$95.85 - $99.25 $1.18 Million - $1.23 Million	-12,349 Reduced 75.47%	4,013 $397 Million
Q4 2024 Feb 14, 2025	BUY	$96.64 - $101.23 $1.58 Million - $1.66 Million	16,362 New	16,362 $1.59 Billion

Others Institutions Holding AGG

# of Institutions

2,164

Shares Held

1.29B

Call Options Held

110K

Put Options Held

10.1K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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4 Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History