Sandbox Financial Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Sandbox Financial Partners, LLC

$276 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$95.54 - $104.23 $16,146 - $17,614	-169 Reduced 3.9%	4,161 $401,000
Q2 2022 Aug 11, 2022	SELL	$99.01 - $106.84 $72,178 - $77,886	-729 Reduced 14.41%	4,330 $440,000
Q1 2022 Apr 13, 2022	SELL	$106.1 - $113.3 $138,142 - $147,516	-1,302 Reduced 20.47%	5,059 $542,000
Q4 2021 Feb 11, 2022	SELL	$113.45 - $115.33 $787,116 - $800,159	-6,938 Reduced 52.17%	6,361 $726,000
Q3 2021 Nov 12, 2021	BUY	$114.77 - $116.58 $481,345 - $488,936	4,194 Added 46.06%	13,299 $1.53 Million
Q2 2021 Aug 16, 2021	SELL	$113.78 - $115.33 $236,548 - $239,771	-2,079 Reduced 18.59%	9,105 $1.05 Million
Q1 2021 May 07, 2021	SELL	$113.42 - $118.04 $348,993 - $363,209	-3,077 Reduced 21.58%	11,184 $1.28 Million
Q4 2020 Feb 12, 2021	BUY	$117.06 - $118.42 $1.67 Million - $1.69 Million	14,261 New	14,261 $1.69 Million

Others Institutions Holding AGG

# of Institutions

1,968

Shares Held

1.07B

Call Options Held

115K

Put Options Held

548K

Jones Financial Companies Lllp

121M
Shares

$12 Billion
12.63% of portfolio
Raymond James & Associates St Petersburg, FL

71.1M
Shares

$7.02 Billion
4.46% of portfolio
Wells Fargo & Company San Francisco, CA

50.8M
Shares

$5.02 Billion
1.19% of portfolio
Envestnet Asset Management Inc

48.9M
Shares

$4.83 Billion
1.64% of portfolio
Black Rock Inc. New York, NY

46M
Shares

$4.55 Billion
0.1% of portfolio

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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