Brass Tax Wealth Management, Inc Ishares Core U.S. Aggregate Bo Transaction History

Brass Tax Wealth Management, Inc

$476 Billion
Q1 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 49,788 shares of AGG stock, worth $4.82 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

49,788

Previous 47,978 3.77%

Holding current value

$4.82 Million

Previous $4.65 Billion 5.94%

% of portfolio

1.03%

Previous 0.98%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$95.85 - $99.25 $173,488 - $179,642	1,810 Added 3.77%	49,788 $4.93 Billion
Q4 2024 Apr 29, 2025	BUY	$96.64 - $101.23 $132,300 - $138,583	1,369 Added 2.94%	47,978 $4.65 Billion
Q3 2024 Apr 29, 2025	BUY	$96.25 - $101.98 $2.91 Million - $3.08 Million	30,225 Added 184.48%	46,609 $4.72 Billion
Q3 2024 Dec 12, 2024	BUY	$96.25 - $101.98 $1.58 Million - $1.67 Million	16,384 New	16,384 $1.66 Million

Others Institutions Holding AGG

# of Institutions

2,164

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Brass Tax Wealth Management, Inc Ishares Core U.S. Aggregate Bo Transaction History