Caliber Wealth Management, LLC / Ks Ishares Core U.S. Aggregate Bo Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 265,103 shares of AGG stock, worth $26.5 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
265,103
Previous 252,082 5.17%
Holding current value
$26.5 Million
Previous $25 Billion 6.28%
% of portfolio
2.96%
Previous 2.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$97.75 - $100.75 $1.27 Million - $1.31 Million
13,021 Added 5.17%
265,103 $26.6 Billion
Q2 2025

Jul 30, 2025
BUY
$96.84 - $99.46 $14.3 Million - $14.6 Million
147,154 Added 140.24%
252,082 $25 Billion
Q1 2025

May 06, 2025
BUY
$95.85 - $99.25 $10.1 Million - $10.4 Million
104,928 New
104,928 $10.4 Billion

Others Institutions Holding AGG

# of Institutions
2,223
Shares Held
1.3B
Call Options Held
179K
Put Options Held
24.4K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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