Prudent Man Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Prudent Man Advisors, LLC

$280 Million
Q2 2024

A detailed history of Prudent Man Advisors, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Prudent Man Advisors, LLC holds 3,360 shares of AGG stock, worth $335,865. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,360

Previous 3,360 -0.0%

Holding current value

$335,865

Previous $329,000 0.91%

% of portfolio

0.12%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$96.75 - $99.37 $44,795 - $46,008	-463 Reduced 12.11%	3,360 $329,000
Q4 2023 Feb 13, 2024	SELL	$91.67 - $99.66 $6,416 - $6,976	-70 Reduced 1.8%	3,823 $379,000
Q1 2023 May 05, 2023	SELL	$96.32 - $100.79 $592,560 - $620,060	-6,152 Reduced 61.24%	3,893 $388,000
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $558,128 - $594,252	5,961 Added 145.96%	10,045 $974,000
Q2 2021 Aug 03, 2021	BUY	$113.78 - $115.33 $464,677 - $471,007	4,084 New	4,084 $471,000

Others Institutions Holding AGG

# of Institutions

1,919

Shares Held

1.01B

Call Options Held

68.7K

Put Options Held

175K

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 Prudent Man Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prudent Man Advisors, LLC with notifications on news.

Account

Prudent Man Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History