A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 839 shares of AGG stock, worth $82,003. This represents 0.01% of its overall portfolio holdings.

Number of Shares
839
Previous 858 2.21%
Holding current value
$82,003
Previous $84,000 3.57%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$95.11 - $97.92 $1,807 - $1,860
-19 Reduced 2.21%
839 $81,000
Q1 2024

May 15, 2024

SELL
$96.75 - $99.37 $17,995 - $18,482
-186 Reduced 17.82%
858 $84,000
Q4 2023

Feb 27, 2024

BUY
$91.67 - $99.66 $58,302 - $63,383
636 Added 155.88%
1,044 $103,000
Q3 2023

Nov 15, 2023

SELL
$93.85 - $98.43 $1,595 - $1,673
-17 Reduced 4.0%
408 $38,000
Q1 2023

Apr 24, 2023

BUY
$96.32 - $100.79 $1,637 - $1,713
17 Added 4.17%
425 $42,000
Q2 2022

Aug 12, 2022

SELL
$99.01 - $106.84 $39,901 - $43,056
-403 Reduced 49.69%
408 $41,000
Q4 2021

May 17, 2022

BUY
$113.45 - $115.33 $92,007 - $93,532
811 New
811 $93,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


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

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, 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 Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.