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

Ruedi Wealth Management, Inc.

$317 Billion
Q4 2024

A detailed history of Ruedi Wealth Management, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 363 shares of AGG stock, worth $35,581. This represents 0.01% of its overall portfolio holdings.

Number of Shares

363

Previous 351 3.42%

Holding current value

$35,581

Previous $35.5 Million 1.04%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $1,159 - $1,214	12 Added 3.42%	363 $35.2 Million
Q3 2024 Oct 22, 2024	BUY	$96.25 - $101.98 $96 - $101	1 Added 0.29%	351 $35.5 Million
Q2 2024 Jul 17, 2024	BUY	$95.11 - $97.92 $380 - $391	4 Added 1.16%	350 $34 Million
Q1 2024 May 06, 2024	BUY	$96.75 - $99.37 $10,352 - $10,632	107 Added 44.77%	346 $33.8 Million
Q4 2023 Jan 25, 2024	BUY	$91.67 - $99.66 $275 - $298	3 Added 1.27%	239 $23.8 Million
Q3 2023 Oct 26, 2023	BUY	$93.85 - $98.43 $93 - $98	1 Added 0.43%	236 $22.2 Million
Q2 2023 Jul 27, 2023	BUY	$97.49 - $100.53 $389 - $402	4 Added 1.73%	235 $23 Million
Q1 2023 May 09, 2023	BUY	$96.32 - $100.79 $8,765 - $9,171	91 Added 65.0%	231 $23 Million
Q4 2022 Feb 21, 2023	BUY	$93.63 - $99.69 $13,108 - $13,956	140 New	140 $359 Million

Others Institutions Holding AGG

# of Institutions

2,110

Shares Held

1.22B

Call Options Held

124K

Put Options Held

199K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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