Cyndeo Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Cyndeo Wealth Partners, LLC

$1.47 Billion
Q1 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 24,236 shares of AGG stock, worth $2.4 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

24,236

Previous 21,256 14.02%

Holding current value

$2.4 Million

Previous $2.06 Million 16.17%

% of portfolio

0.16%

Previous 0.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$95.85 - $99.25 $285,633 - $295,765	2,980 Added 14.02%	24,236 $2.39 Million
Q4 2024 Jan 21, 2025	SELL	$96.64 - $101.23 $177,044 - $185,453	-1,832 Reduced 7.93%	21,256 $2.06 Million
Q3 2024 Oct 18, 2024	SELL	$96.25 - $101.98 $29.9 Million - $31.7 Million	-310,488 Reduced 93.08%	23,088 $2.34 Million
Q2 2024 Jul 30, 2024	BUY	$95.11 - $97.92 $551,828 - $568,131	5,802 Added 1.77%	333,576 $32.4 Million
Q1 2024 Apr 16, 2024	BUY	$96.75 - $99.37 $156,638 - $160,880	1,619 Added 0.5%	327,774 $32.1 Million
Q4 2023 Jan 12, 2024	SELL	$91.67 - $99.66 $1.18 Million - $1.28 Million	-12,840 Reduced 3.79%	326,155 $32.4 Million
Q3 2023 Oct 10, 2023	SELL	$93.85 - $98.43 $121,535 - $127,466	-1,295 Reduced 0.38%	338,995 $31.9 Million
Q2 2023 Jul 27, 2023	SELL	$97.49 - $100.53 $13.2 Million - $13.6 Million	-135,640 Reduced 28.5%	340,290 $33.3 Million
Q1 2023 Apr 21, 2023	BUY	$96.32 - $100.79 $29.2 Million - $30.5 Million	302,896 Added 175.05%	475,930 $47.4 Million
Q4 2022 Jan 25, 2023	BUY	$93.63 - $99.69 $16.2 Million - $17.2 Million	173,034 New	173,034 $0

Others Institutions Holding AGG

# of Institutions

2,141

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Cyndeo Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History