Potentia Wealth Ishares Core U.S. Aggregate Bo Transaction History

Potentia Wealth

$175 Billion
Q2 2025

A detailed history of Potentia Wealth transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Potentia Wealth holds 2,175 shares of AGG stock, worth $218,957. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,175

Holding current value

$218,957

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$96.84 - $99.46 $210,627 - $216,325	2,175 New	2,175 $216 Million

Others Institutions Holding AGG

# of Institutions

2,178

Shares Held

1.31B

Call Options Held

213K

Put Options Held

130K

Jones Financial Companies Lllp

145M
Shares

$14.6 Billion
11.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

77.3M
Shares

$7.79 Billion
2.74% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.15 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

55.7M
Shares

$5.61 Billion
1.18% of portfolio
Envestnet Asset Management Inc

54.2M
Shares

$5.46 Billion
1.65% of portfolio

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

More about AGG

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