Caldwell Sutter Capital, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Caldwell Sutter Capital, Inc.

$218 Billion
Q2 2025

A detailed history of Caldwell Sutter Capital, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 1,425 shares of AGG stock, worth $140,989. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,425

Previous 1,425 -0.0%

Holding current value

$140,989

Previous $141 Million 0.28%

% of portfolio

0.06%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$95.85 - $99.25 $4,600 - $4,764	-48 Reduced 3.26%	1,425 $141 Million
Q4 2024 Jan 17, 2025	SELL	$96.64 - $101.23 $2,222 - $2,328	-23 Reduced 1.54%	1,473 $143 Million
Q3 2024 Oct 25, 2024	SELL	$96.25 - $101.98 $385 - $407	-4 Reduced 0.27%	1,496 $152 Million
Q2 2024 Jul 22, 2024	SELL	$95.11 - $97.92 $4,850 - $4,993	-51 Reduced 3.29%	1,500 $146 Million
Q1 2024 Apr 19, 2024	BUY	$96.75 - $99.37 $8,417 - $8,645	87 Added 5.94%	1,551 $152 Million
Q4 2023 Jan 19, 2024	BUY	$91.67 - $99.66 $37,951 - $41,259	414 Added 39.43%	1,464 $145 Million
Q3 2023 Oct 25, 2023	BUY	$93.85 - $98.43 $14,077 - $14,764	150 Added 16.67%	1,050 $98.7 Million
Q2 2023 Jul 19, 2023	BUY	$97.49 - $100.53 $74,189 - $76,503	761 Added 547.48%	900 $88.2 Million
Q1 2023 Apr 25, 2023	BUY	$96.32 - $100.79 $13,388 - $14,009	139 New	139 $13.9 Million

Others Institutions Holding AGG

# of Institutions

2,160

Shares Held

1.29B

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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Caldwell Sutter Capital, Inc. Ishares Core U.S. Aggregate Bo Transaction History