Boyd Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Boyd Wealth Management, LLC

$197 Million
Q3 2024

A detailed history of Boyd Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 149,404 shares of AGG stock, worth $14.4 Million. This represents 7.67% of its overall portfolio holdings.

Number of Shares

149,404

Previous 164,477 9.16%

Holding current value

$14.4 Million

Previous $16 Million 5.23%

% of portfolio

7.67%

Previous 8.81%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$96.25 - $101.98 $1.45 Million - $1.54 Million	-15,073 Reduced 9.16%	149,404 $15.1 Million
Q2 2024 Jul 24, 2024	SELL	$95.11 - $97.92 $3.1 Million - $3.19 Million	-32,624 Reduced 16.55%	164,477 $16 Million
Q1 2024 Apr 24, 2024	BUY	$96.75 - $99.37 $5.44 Million - $5.59 Million	56,233 Added 39.92%	197,101 $19.3 Million
Q4 2023 Jan 31, 2024	BUY	$91.67 - $99.66 $734,918 - $798,974	8,017 Added 6.03%	140,868 $14 Million
Q3 2023 Oct 25, 2023	SELL	$93.85 - $98.43 $1.57 Million - $1.65 Million	-16,780 Reduced 11.21%	132,851 $12.5 Million
Q2 2023 Jul 20, 2023	SELL	$97.49 - $100.53 $1.58 Million - $1.63 Million	-16,225 Reduced 9.78%	149,631 $14.7 Million
Q1 2023 Apr 20, 2023	SELL	$96.32 - $100.79 $6.35 Million - $6.64 Million	-65,894 Reduced 28.43%	165,856 $16.5 Million
Q4 2022 Jan 20, 2023	BUY	$93.63 - $99.69 $1.17 Million - $1.25 Million	12,494 Added 5.7%	231,750 $0
Q3 2022 Oct 17, 2022	BUY	$95.54 - $104.23 $2.23 Million - $2.44 Million	23,370 Added 11.93%	219,256 $21.1 Million
Q2 2022 Aug 03, 2022	BUY	$99.01 - $106.84 $3.73 Million - $4.03 Million	37,704 Added 23.84%	195,886 $19.9 Million
Q1 2022 Apr 29, 2022	BUY	$106.1 - $113.3 $8.41 Million - $8.98 Million	79,257 Added 100.42%	158,182 $16.9 Million
Q4 2021 Feb 07, 2022	BUY	$113.45 - $115.33 $8.95 Million - $9.1 Million	78,925 New	78,925 $9 Million

Others Institutions Holding AGG

# of Institutions

1,970

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Boyd Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History