Peterson Wealth Services Ishares Core U.S. Aggregate Bo Transaction History

Peterson Wealth Services

$321 Million
Q1 2025

A detailed history of Peterson Wealth Services transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Peterson Wealth Services holds 5,539 shares of AGG stock, worth $548,305. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,539

Previous 2,986 85.5%

Holding current value

$548,305

Previous $289,000 89.27%

% of portfolio

0.17%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$95.85 - $99.25 $244,705 - $253,385	2,553 Added 85.5%	5,539 $547,000
Q4 2024 Jan 29, 2025	SELL	$96.64 - $101.23 $15,365 - $16,095	-159 Reduced 5.06%	2,986 $289,000
Q3 2024 Nov 06, 2024	SELL	$96.25 - $101.98 $24,640 - $26,106	-256 Reduced 7.53%	3,145 $318,000
Q2 2024 Jul 30, 2024	SELL	$95.11 - $97.92 $96,631 - $99,486	-1,016 Reduced 23.0%	3,401 $330,000
Q1 2024 May 01, 2024	SELL	$96.75 - $99.37 $54,470 - $55,945	-563 Reduced 11.31%	4,417 $432,000
Q4 2023 Jan 31, 2024	BUY	$91.67 - $99.66 $456,516 - $496,306	4,980 New	4,980 $494,000
Q2 2023 Jul 13, 2023	SELL	$97.49 - $100.53 $301,536 - $310,939	-3,093 Reduced 37.99%	5,049 $494,000
Q1 2023 Apr 06, 2023	BUY	$96.32 - $100.79 $30,629 - $32,051	318 Added 4.06%	8,142 $811,000
Q4 2022 Jan 20, 2023	BUY	$93.63 - $99.69 $521,144 - $554,874	5,566 Added 246.5%	7,824 $0
Q3 2022 Nov 09, 2022	SELL	$95.54 - $104.23 $8,789 - $9,589	-92 Reduced 3.91%	2,258 $218,000
Q2 2022 Jul 11, 2022	BUY	$99.01 - $106.84 $232,673 - $251,074	2,350 New	2,350 $239,000

Others Institutions Holding AGG

# of Institutions

2,157

Shares Held

1.25B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Peterson Wealth Services Ishares Core U.S. Aggregate Bo Transaction History