Bennett Associates Wealth Management Ishares Core U.S. Aggregate Bo Transaction History

Bennett Associates Wealth Management

$138 Billion
Q3 2025

A detailed history of Bennett Associates Wealth Management transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Bennett Associates Wealth Management holds 35,247 shares of AGG stock, worth $3.52 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

35,247

Previous 31,514 11.85%

Holding current value

$3.52 Million

Previous $3.13 Billion 13.03%

% of portfolio

2.57%

Previous 2.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$97.75 - $100.75 $364,900 - $376,099	3,733 Added 11.85%	35,247 $3.53 Billion
Q2 2025 Jul 22, 2025	SELL	$96.84 - $99.46 $25,275 - $25,959	-261 Reduced 0.82%	31,514 $3.13 Billion
Q1 2025 Apr 09, 2025	BUY	$95.85 - $99.25 $174,063 - $180,238	1,816 Added 6.06%	31,775 $3.14 Billion
Q4 2024 Jan 14, 2025	BUY	$96.64 - $101.23 $61,849 - $64,787	640 Added 2.18%	29,959 $2.9 Billion
Q3 2024 Nov 07, 2024	SELL	$96.25 - $101.98 $928,042 - $983,291	-9,642 Reduced 24.75%	29,319 $2.97 Billion

Q2 2024 Jul 16, 2024	BUY	$95.11 - $97.92 $100,245 - $103,207	1,054 Added 2.78%	38,961 $3.78 Billion
Q1 2024 Apr 22, 2024	BUY	$96.75 - $99.37 $271,093 - $278,434	2,802 Added 7.98%	37,907 $3.71 Billion
Q4 2023 Feb 14, 2024	BUY	$91.67 - $99.66 $3.22 Million - $3.5 Million	35,105 New	35,105 $3.48 Billion

Others Institutions Holding AGG

# of Institutions

2,222

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
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Bennett Associates Wealth Management Ishares Core U.S. Aggregate Bo Transaction History