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 $14.6 Million. This represents 7.67% of its overall portfolio holdings.

Number of Shares
149,404
Previous 164,477 9.16%
Holding current value
$14.6 Million
Previous $16 Million 5.23%
% of portfolio
7.67%
Previous 8.81%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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