Minich Mac Gregor Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Minich Mac Gregor Wealth Management, LLC

$439 Million
Q2 2025

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 18,733 shares of AGG stock, worth $1.88 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

18,733

Previous 60,696 69.14%

Holding current value

$1.88 Million

Previous $6 Million 69.05%

% of portfolio

0.42%

Previous 1.43%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$96.84 - $99.46 $4.06 Million - $4.17 Million	-41,963 Reduced 69.14%	18,733 $1.86 Million
Q1 2025 Apr 22, 2025	BUY	$95.85 - $99.25 $5.82 Million - $6.02 Million	60,696 New	60,696 $6 Million
Q4 2022 Jan 09, 2023	BUY	$93.63 - $99.69 $10,299 - $10,965	110 New	110 $0
Q4 2018 Jan 17, 2019	SELL	N/A	-337 Closed	0 $0
Q2 2018 Jul 13, 2018	SELL	N/A	-181 Reduced 34.94%	337 $35,000
Q2 2017 Jul 02, 2018	SELL	N/A	-20 Reduced 3.72%	518 $56,000
Q4 2016 Jun 28, 2018	SELL	N/A	-309 Reduced 36.48%	538 $58,000
Q3 2016 Jun 28, 2018	SELL	N/A	-902 Reduced 51.57%	847 $95,000
Q1 2016 Jun 28, 2018	BUY	N/A	1,227 Added 235.06%	1,749 $193,000
Q4 2015 Jun 27, 2018	BUY	N/A	522	522 $57,000

Others Institutions Holding AGG

# of Institutions

2,170

Shares Held

1.31B

Call Options Held

213K

Put Options Held

130K

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 Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.

Account

Minich Mac Gregor Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History