Etesian Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Etesian Wealth Advisors, Inc.

$268 Billion
Q2 2025

A detailed history of Etesian Wealth Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 2,955 shares of AGG stock, worth $290,919. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,955

Previous 5,041 41.38%

Holding current value

$290,919

Previous $499 Million 41.21%

% of portfolio

0.11%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$96.84 - $99.46 $202,008 - $207,473	-2,086 Reduced 41.38%	2,955 $293 Million
Q1 2025 Apr 24, 2025	SELL	$95.85 - $99.25 $21,949 - $22,728	-229 Reduced 4.35%	5,041 $499 Million
Q3 2024 Oct 18, 2024	BUY	$96.25 - $101.98 $507,237 - $537,434	5,270 New	5,270 $534 Million
Q2 2023 Oct 19, 2023	SELL	$97.49 - $100.53 $496,809 - $512,300	-5,096 Closed	0 $0
Q1 2023 Jan 16, 2024	SELL	$96.32 - $100.79 $3,563 - $3,729	-37 Reduced 0.72%	5,096 $508 Million
Q1 2023 Oct 19, 2023	SELL	$96.32 - $100.79 $3,563 - $3,729	-37 Reduced 0.72%	5,096 $508 Million
Q4 2022 Jan 16, 2024	BUY	$93.63 - $99.69 $480,602 - $511,708	5,133 New	5,133 $498 Million
Q4 2022 Oct 19, 2023	BUY	$93.63 - $99.69 $480,602 - $511,708	5,133 New	5,133 $498 Million

Others Institutions Holding AGG

# of Institutions

2,172

Shares Held

1.28B

Call Options Held

110K

Put Options Held

10.2K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Etesian Wealth Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History