Sage Mountain Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Sage Mountain Advisors LLC

$1.33 Billion
Q1 2025

A detailed history of Sage Mountain Advisors LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 14,654 shares of AGG stock, worth $1.45 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

14,654

Previous 13,313 10.07%

Holding current value

$1.45 Million

Previous $1.29 Million 12.33%

% of portfolio

0.11%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$95.85 - $99.25 $128,534 - $133,094	1,341 Added 10.07%	14,654 $1.45 Million
Q4 2024 Feb 07, 2025	BUY	$96.64 - $101.23 $363,366 - $380,624	3,760 Added 39.36%	13,313 $1.29 Million
Q3 2024 Oct 29, 2024	BUY	$96.25 - $101.98 $289,712 - $306,959	3,010 Added 46.0%	9,553 $967,000
Q2 2024 Jul 31, 2024	BUY	$95.11 - $97.92 $65,150 - $67,075	685 Added 11.69%	6,543 $635,000
Q1 2024 Apr 23, 2024	BUY	$96.75 - $99.37 $450,855 - $463,064	4,660 Added 388.98%	5,858 $573,000
Q4 2023 Feb 01, 2024	BUY	$91.67 - $99.66 $109,820 - $119,392	1,198 New	1,198 $118,000
Q1 2021 May 10, 2021	SELL	$113.42 - $118.04 $165,366 - $172,102	-1,458 Closed	0 $0
Q4 2020 Jan 21, 2021	BUY	$117.06 - $118.42 $170,673 - $172,656	1,458 New	1,458 $172,000

Others Institutions Holding AGG

# of Institutions

2,140

Shares Held

1.21B

Call Options Held

124K

Put Options Held

27.7K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Sage Mountain Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History