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

Mbl Wealth, LLC

$833 Million
Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Mbl Wealth, LLC holds 7,659 shares of AGG stock, worth $773,865. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,659

Previous 209,659 96.35%

Holding current value

$773,865

Previous $20.5 Million 96.38%

% of portfolio

0.09%

Previous 2.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$95.11 - $97.92 $19.2 Million - $19.8 Million	-202,000 Reduced 96.35%	7,659 $743,000
Q1 2024 Apr 22, 2024	BUY	$96.75 - $99.37 $1.62 Million - $1.67 Million	16,760 Added 8.69%	209,659 $20.5 Million
Q4 2023 Jan 18, 2024	BUY	$91.67 - $99.66 $1.89 Million - $2.06 Million	20,651 Added 11.99%	192,899 $19.1 Million
Q3 2023 Oct 11, 2023	BUY	$93.85 - $98.43 $3.2 Million - $3.35 Million	34,063 Added 24.65%	172,248 $16.2 Million
Q2 2023 Jul 17, 2023	BUY	$97.49 - $100.53 $2.83 Million - $2.92 Million	29,002 Added 26.56%	138,185 $13.5 Million
Q1 2023 Apr 11, 2023	BUY	$96.32 - $100.79 $2.47 Million - $2.58 Million	25,642 Added 30.69%	109,183 $10.9 Million
Q4 2022 Jan 12, 2023	BUY	$93.63 - $99.69 $1.25 Million - $1.33 Million	13,391 Added 19.09%	83,541 $8.1 Million
Q3 2022 Jan 12, 2023	BUY	$95.54 - $104.23 $6.7 Million - $7.31 Million	70,150 New	70,150 $6.76 Million

Others Institutions Holding AGG

# of Institutions

1,919

Shares Held

1.01B

Call Options Held

68.7K

Put Options Held

175K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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