Discipline Wealth Solutions, LLC Ishares Core U.S. Aggregate Bo Transaction History

Discipline Wealth Solutions, LLC

  • $246 Million
  • Q2 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 18,389 shares of AGG stock, worth $1.82 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
18,389
Previous 11,256 63.37%
Holding current value
$1.82 Million
Previous $1.11 Million 63.88%
% of portfolio
0.74%
Previous 0.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$96.84 - $99.46 $690,759 - $709,448
7,133 Added 63.37%
18,389 $1.82 Million
Q1 2025

Apr 29, 2025
SELL
$95.85 - $99.25 $46,966 - $48,632
-490 Reduced 4.17%
11,256 $1.11 Million
Q4 2024

Feb 26, 2025
SELL
$96.64 - $101.23 $493,540 - $516,981
-5,107 Reduced 30.3%
11,746 $1.14 Million
Q3 2024

Nov 19, 2024
BUY
$96.25 - $101.98 $1.08 Million - $1.14 Million
11,188 Added 197.49%
16,853 $1.71 Million
Q2 2024

Aug 07, 2024
BUY
$95.11 - $97.92 $538,798 - $554,716
5,665 New
5,665 $549,000

Others Institutions Holding AGG

# of Institutions
2,157
Shares Held
1.3B
Call Options Held
110K
Put Options Held
10.1K
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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