Little House Capital LLC Ishares Core U.S. Aggregate Bo Transaction History

Little House Capital LLC

$298 Million
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	N/A	-24,904 Closed	0 $0
Q1 2022 May 16, 2022	BUY	N/A	24,904 New	24,904 $2.67 Million
Q4 2020 Feb 12, 2021	SELL	N/A	-19,504 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	N/A	1,171 Added 6.39%	19,504 $2.3 Million
Q2 2020 Aug 14, 2020	BUY	N/A	18,333 New	18,333 $2.17 Million

Q2 2020 Aug 14, 2020	SELL	N/A	-3,997 Closed	0 $0
Q1 2020 May 15, 2020	SELL	N/A	-119 Reduced 2.89%	3,997 $461,000
Q4 2019 Feb 12, 2020	SELL	N/A	-60 Reduced 1.44%	4,116 $462,000
Q3 2019 Nov 05, 2019	BUY	N/A	127 Added 3.14%	4,176 $473,000
Q2 2019 Aug 15, 2019	BUY	N/A	4,049 New	4,049 $450,000
Q2 2019 Aug 14, 2019	SELL	N/A	-3,750 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	1,113 Added 42.21%	3,750 $409,000
Q4 2018 Feb 13, 2019	BUY	N/A	2,637 New	2,637 $281,000

Others Institutions Holding AGG

# of Institutions

1,870

Shares Held

952M

Call Options Held

269K

Put Options Held

32.9K

Jones Financial Companies Lllp

95.4M
Shares

$9.27 Billion
12.75% of portfolio
Raymond James & Associates St Petersburg, FL

66M
Shares

$6.41 Billion
4.44% of portfolio
Wells Fargo & Company San Francisco, CA

58.2M
Shares

$5.65 Billion
1.39% of portfolio
Black Rock Inc. New York, NY

43.9M
Shares

$4.27 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

41.1M
Shares

$3.99 Billion
0.38% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

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