Fullcircle Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History

Fullcircle Wealth LLC

  • $242 Million
  • Q2 2025

A detailed history of Fullcircle Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Fullcircle Wealth LLC holds 2,273 shares of AGG stock, worth $228,822. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,273
Previous 2,401 5.33%
Holding current value
$228,822
Previous $237,000 5.06%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Aug 05, 2025
SELL
$96.84 - $99.46 $12,395 - $12,730
-128 Reduced 5.33%
2,273 $225,000
Q1 2025

Apr 29, 2025
SELL
$95.85 - $99.25 $264,354 - $273,731
-2,758 Reduced 53.46%
2,401 $237,000
Q4 2024

Feb 13, 2025
BUY
$96.64 - $101.23 $278,903 - $292,149
2,886 Added 126.97%
5,159 $502 Million
Q2 2024

Jul 25, 2024
BUY
$95.11 - $97.92 $216,185 - $222,572
2,273 New
2,273 $222 Million

Others Institutions Holding AGG

# of Institutions
2,193
Shares Held
1.29B
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
Track This Portfolio

Track Fullcircle Wealth LLC Portfolio

Follow Fullcircle Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fullcircle Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fullcircle Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email