Carolina Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Carolina Wealth Advisors, LLC

  • $221 Million
  • Q3 2025

A detailed history of Carolina Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 172 shares of AGG stock, worth $17,315. This represents 0.01% of its overall portfolio holdings.

Number of Shares
172
Holding current value
$17,315
% of portfolio
0.01%

Shares

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

Oct 07, 2025
BUY
$97.75 - $100.75 $16,813 - $17,329
172 New
172 $17,000
Q3 2023

Oct 17, 2023
SELL
$93.85 - $98.43 $3,660 - $3,838
-39 Reduced 81.25%
9 $0
Q2 2023

Jul 17, 2023
BUY
$97.49 - $100.53 $4,679 - $4,825
48 New
48 $4,000

Others Institutions Holding AGG

# of Institutions
2,183
Shares Held
1.31B
Call Options Held
213K
Put Options Held
130K
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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