Stone Point Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History

Stone Point Wealth LLC

$291 Million
Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Stone Point Wealth LLC holds 3,188 shares of AGG stock, worth $312,742. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,188

Previous 3,188 -0.0%

Holding current value

$312,742

Previous $308,000 2.27%

% of portfolio

0.11%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$96.25 - $101.98 $10,587 - $11,217	-110 Reduced 3.34%	3,188 $322,000
Q1 2024 May 01, 2024	SELL	$96.75 - $99.37 $62,984 - $64,689	-651 Reduced 16.49%	3,298 $323,000
Q4 2023 Jan 26, 2024	SELL	$91.67 - $99.66 $168,489 - $183,175	-1,838 Reduced 31.76%	3,949 $391,000
Q3 2023 Oct 25, 2023	BUY	$93.85 - $98.43 $232,841 - $244,204	2,481 Added 75.05%	5,787 $544,000
Q2 2023 Jul 25, 2023	BUY	$97.49 - $100.53 $85,888 - $88,566	881 Added 36.33%	3,306 $323,000
Q1 2023 Apr 20, 2023	SELL	$96.32 - $100.79 $56,828 - $59,466	-590 Reduced 19.57%	2,425 $241,000
Q4 2022 Jan 20, 2023	BUY	$93.63 - $99.69 $282,294 - $300,565	3,015 New	3,015 $0

Others Institutions Holding AGG

# of Institutions

2,166

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Stone Point Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History