Guardian Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 1,615 shares of AGG stock, worth $159,658. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,615

Previous 870 85.63%

Holding current value

$159,658

Previous $88,000 77.27%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$96.64 - $101.23 $71,996 - $75,416	745 Added 85.63%	1,615 $156,000
Q1 2024 May 15, 2024	SELL	$96.75 - $99.37 $967 - $993	-10 Reduced 1.14%	870 $85,000
Q2 2023 Aug 14, 2023	BUY	$97.49 - $100.53 $84,816 - $87,461	870 Added 8700.0%	880 $86,000
Q1 2023 May 15, 2023	BUY	$96.32 - $100.79 $963 - $1,007	10 New	10 $0
Q2 2022 Aug 15, 2022	BUY	$99.01 - $106.84 $33,465 - $36,111	338 Added 768.18%	382 $39,000
Q4 2021 May 16, 2022	BUY	$113.45 - $115.33 $4,991 - $5,074	44 New	44 $5,000

Others Institutions Holding AGG

# of Institutions

2,126

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

Guardian Wealth Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History