Gladwyn Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Gladwyn Financial Advisors, Inc.

$139 Billion
Q3 2025

A detailed history of Gladwyn Financial Advisors, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Gladwyn Financial Advisors, Inc. holds 11,107 shares of AGG stock, worth $1.12 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

11,107

Previous 10,773 3.1%

Holding current value

$1.12 Million

Previous $1.07 Billion 4.2%

% of portfolio

0.8%

Previous 0.83%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 16, 2025	BUY	$97.75 - $100.75 $32,648 - $33,650	334 Added 3.1%	11,107 $1.11 Billion
Q2 2025 Jul 29, 2025	BUY	$96.84 - $99.46 $1.04 Million - $1.07 Million	10,773 New	10,773 $1.07 Billion

Others Institutions Holding AGG

# of Institutions

2,198

Shares Held

1.28B

Call Options Held

213K

Put Options Held

130K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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Gladwyn Financial Advisors, Inc. Ishares Core U.S. Aggregate Bo Transaction History