A detailed history of Tilson Financial Group, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 8,741 shares of AGG stock, worth $854,345. This represents 0.42% of its overall portfolio holdings.

Number of Shares
8,741
Holding current value
$854,345
% of portfolio
0.42%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$96.25 - $101.98 $15,303 - $16,214
-159 Reduced 1.82%
8,582 $869,000
Q3 2024

Oct 28, 2024

BUY
$96.25 - $101.98 $841,321 - $891,407
8,741 New
8,741 $849,000
Q1 2024

Apr 25, 2024

SELL
$96.75 - $99.37 $8,707 - $8,943
-90 Reduced 1.89%
4,664 $457,000
Q4 2023

Jan 29, 2024

SELL
$91.67 - $99.66 $161,247 - $175,301
-1,759 Reduced 27.01%
4,754 $472,000
Q3 2023

Oct 31, 2023

BUY
$93.85 - $98.43 $611,245 - $641,074
6,513 New
6,513 $612,000
Q1 2023

Apr 28, 2023

SELL
$96.32 - $100.79 $197,167 - $206,317
-2,047 Reduced 18.42%
9,063 $903,000
Q4 2022

Feb 06, 2023

BUY
$93.63 - $99.69 $1.04 Million - $1.11 Million
11,110 New
11,110 $1.08 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Tilson Financial Group, Inc. Portfolio

Follow Tilson Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tilson Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tilson Financial Group, Inc. with notifications on news.