Pds Planning, Inc Ishares Core U.S. Aggregate Bo Transaction History

Pds Planning, Inc

$1.42 Billion
Q3 2025

A detailed history of Pds Planning, Inc transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Pds Planning, Inc holds 760,978 shares of AGG stock, worth $76.1 Million. This represents 5.38% of its overall portfolio holdings.

Number of Shares

760,978

Previous 739,526 2.9%

Holding current value

$76.1 Million

Previous $73.4 Million 3.99%

% of portfolio

5.38%

Previous 5.56%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$97.75 - $100.75 $2.1 Million - $2.16 Million	21,452 Added 2.9%	760,978 $76.3 Million
Q2 2025 Jul 24, 2025	BUY	$96.84 - $99.46 $3.74 Million - $3.84 Million	38,623 Added 5.51%	739,526 $73.4 Million
Q1 2025 Apr 23, 2025	BUY	$95.85 - $99.25 $1.3 Million - $1.35 Million	13,597 Added 1.98%	700,903 $69.3 Million
Q4 2024 Feb 10, 2025	BUY	$96.64 - $101.23 $4.16 Million - $4.36 Million	43,036 Added 6.68%	687,306 $66.6 Million
Q3 2024 Oct 29, 2024	BUY	$96.25 - $101.98 $7.6 Million - $8.05 Million	78,940 Added 13.96%	644,270 $65.2 Million

Q2 2024 Aug 07, 2024	BUY	$95.11 - $97.92 $3.75 Million - $3.86 Million	39,403 Added 7.49%	565,330 $54.9 Million
Q1 2024 May 01, 2024	BUY	$96.75 - $99.37 $2.59 Million - $2.66 Million	26,738 Added 5.36%	525,927 $51.5 Million
Q4 2023 Feb 01, 2024	BUY	$91.67 - $99.66 $1.19 Million - $1.29 Million	12,979 Added 2.67%	499,189 $49.5 Million
Q3 2023 Oct 20, 2023	BUY	$93.85 - $98.43 $2.1 Million - $2.2 Million	22,374 Added 4.82%	486,210 $45.7 Million
Q2 2023 Jul 20, 2023	BUY	$97.49 - $100.53 $3.62 Million - $3.73 Million	37,104 Added 8.69%	463,836 $45.4 Million
Q1 2023 May 01, 2023	BUY	$96.32 - $100.79 $3.4 Million - $3.56 Million	35,348 Added 9.03%	426,732 $42.5 Million
Q4 2022 Jan 26, 2023	BUY	$93.63 - $99.69 $1.28 Million - $1.36 Million	13,618 Added 3.6%	391,384 $0
Q3 2022 Nov 02, 2022	BUY	$95.54 - $104.23 $4.63 Million - $5.05 Million	48,420 Added 14.7%	377,766 $36.4 Million
Q2 2022 Jul 15, 2022	BUY	$99.01 - $106.84 $5.07 Million - $5.47 Million	51,166 Added 18.39%	329,346 $33.5 Million
Q1 2022 Apr 18, 2022	BUY	$106.1 - $113.3 $3 Million - $3.21 Million	28,299 Added 11.32%	278,180 $29.8 Million
Q4 2021 Jan 25, 2022	BUY	$113.45 - $115.33 $6.05 Million - $6.15 Million	53,327 Added 27.13%	249,881 $28.5 Million
Q3 2021 Oct 22, 2021	BUY	$114.77 - $116.58 $3.49 Million - $3.55 Million	30,439 Added 18.32%	196,554 $22.6 Million
Q2 2021 Jul 26, 2021	BUY	$113.78 - $115.33 $2.46 Million - $2.5 Million	21,653 Added 14.99%	166,115 $19.2 Million
Q1 2021 Apr 20, 2021	BUY	$113.42 - $118.04 $4.22 Million - $4.39 Million	37,206 Added 34.69%	144,462 $16.4 Million
Q4 2020 Jan 21, 2021	BUY	$117.06 - $118.42 $2.18 Million - $2.21 Million	18,624 Added 21.01%	107,256 $12.7 Million
Q3 2020 Oct 19, 2020	BUY	$117.95 - $119.63 $1.41 Million - $1.43 Million	11,956 Added 15.59%	88,632 $10.5 Million
Q2 2020 Aug 11, 2020	BUY	$114.73 - $118.21 $7.89 Million - $8.13 Million	68,755 Added 868.01%	76,676 $9.06 Million
Q1 2020 Apr 20, 2020	BUY	$106.57 - $117.86 $6,820 - $7,543	64 Added 0.81%	7,921 $914,000
Q4 2019 Feb 07, 2020	SELL	$111.81 - $113.82 $3,130 - $3,186	-28 Reduced 0.36%	7,857 $883,000
Q3 2019 Oct 28, 2019	SELL	$111.75 - $113.28 $27,714 - $28,093	-248 Reduced 3.05%	7,885 $892,000
Q2 2019 Aug 14, 2019	BUY	N/A	59 Added 0.73%	8,133 $906,000
Q1 2019 Apr 19, 2019	BUY	N/A	168 Added 2.12%	8,074 $881,000
Q4 2018 Feb 08, 2019	BUY	N/A	7,906 New	7,906 $842,000

About ISHARES CORE U.S. AGGREGATE BO

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