Navigation Wealth Management, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Navigation Wealth Management, Inc.

  • $65.6 Million
  • Q2 2025

A detailed history of Navigation Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Navigation Wealth Management, Inc. holds 14,257 shares of AGG stock, worth $1.43 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
14,257
Previous 2,310 517.19%
Holding current value
$1.43 Million
Previous $228,000 520.18%
% of portfolio
2.16%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$96.84 - $99.46 $1.16 Million - $1.19 Million
11,947 Added 517.19%
14,257 $1.41 Million
Q1 2025

Apr 09, 2025
BUY
$95.85 - $99.25 $221,413 - $229,267
2,310 New
2,310 $228,000

Others Institutions Holding AGG

# of Institutions
2,168
Shares Held
1.31B
Call Options Held
213K
Put Options Held
130K
View Full List

About ISHARES CORE U.S. AGGREGATE BO

AGG Quotes by TradingView
  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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