Financial & Tax Architects, LLC Ishares Core U.S. Aggregate Bo Transaction History

Financial & Tax Architects, LLC

$398 Billion
Q1 2025

A detailed history of Financial & Tax Architects, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 153,620 shares of AGG stock, worth $15.2 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares

153,620

Previous 164,212 6.45%

Holding current value

$15.2 Million

Previous $15.9 Billion 4.5%

% of portfolio

3.81%

Previous 4.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$95.85 - $99.25 $1.02 Million - $1.05 Million	-10,592 Reduced 6.45%	153,620 $15.2 Billion
Q4 2024 Jan 15, 2025	BUY	$96.64 - $101.23 $432,850 - $453,409	4,479 Added 2.8%	164,212 $15.9 Billion
Q3 2024 Nov 13, 2024	SELL	$96.25 - $101.98 $1.25 Million - $1.32 Million	-12,984 Reduced 7.52%	159,733 $16.2 Billion
Q2 2024 Aug 09, 2024	SELL	$95.11 - $97.92 $307,966 - $317,064	-3,238 Reduced 1.84%	172,717 $16.8 Billion
Q1 2024 May 08, 2024	BUY	$96.75 - $99.37 $9.57 Million - $9.83 Million	98,876 Added 128.28%	175,955 $17.2 Billion
Q4 2023 Jan 25, 2024	SELL	$91.67 - $99.66 $8.03 Million - $8.73 Million	-87,581 Reduced 53.19%	77,079 $7.65 Billion
Q3 2023 Oct 19, 2023	BUY	$93.85 - $98.43 $1.02 Million - $1.07 Million	10,903 Added 7.09%	164,660 $15.5 Billion
Q2 2023 Jul 25, 2023	BUY	$97.49 - $100.53 $3.85 Million - $3.97 Million	39,510 Added 34.58%	153,757 $15.1 Billion
Q1 2023 Apr 26, 2023	BUY	$96.32 - $100.79 $1.54 Million - $1.61 Million	15,982 Added 16.26%	114,247 $11.4 Billion
Q4 2022 Feb 09, 2023	BUY	$93.63 - $99.69 $9.2 Million - $9.8 Million	98,265 New	98,265 $9.84 Billion
Q3 2022 Aug 25, 2023	SELL	$95.54 - $104.23 $4.6 Million - $5.02 Million	-48,139 Reduced 31.31%	105,618 $10.2 Billion
Q2 2022 Aug 25, 2023	BUY	$99.01 - $106.84 $1.27 Million - $1.37 Million	12,817 Added 12.94%	111,891 $11.4 Billion
Q1 2022 Aug 25, 2023	SELL	$106.1 - $113.3 $5.8 Million - $6.2 Million	-54,683 Reduced 35.56%	99,074 $10.6 Billion
Q4 2021 Aug 25, 2023	BUY	$113.45 - $115.33 $141,699 - $144,047	1,249 Added 1.58%	80,142 $9.14 Billion
Q3 2021 Aug 25, 2023	SELL	$114.77 - $116.58 $308,386 - $313,250	-2,687 Reduced 3.29%	78,893 $9.06 Billion
Q2 2021 Aug 25, 2023	SELL	$113.78 - $115.33 $258,053 - $261,568	-2,268 Reduced 2.7%	81,580 $9.41 Billion
Q1 2021 Aug 25, 2023	SELL	$113.42 - $118.04 $7.93 Million - $8.25 Million	-69,909 Reduced 45.47%	83,848 $9.54 Billion

Others Institutions Holding AGG

# of Institutions

2,163

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.1K

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About ISHARES CORE U.S. AGGREGATE BO

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Financial & Tax Architects, LLC Ishares Core U.S. Aggregate Bo Transaction History