Tilson Financial Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Tilson Financial Group, Inc.

$253 Million
Q1 2025

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 8,749 shares of AGG stock, worth $866,063. This represents 0.34% of its overall portfolio holdings.

Number of Shares

8,749

Previous 10,352 15.48%

Holding current value

$866,063

Previous $1 Million 13.76%

% of portfolio

0.34%

Previous 0.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$95.85 - $99.25 $153,647 - $159,097	-1,603 Reduced 15.48%	8,749 $865,000
Q4 2024 Feb 07, 2025	BUY	$96.64 - $101.23 $155,687 - $163,081	1,611 Added 18.43%	10,352 $1 Million
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

# 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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Tilson Financial Group, Inc. Ishares Core U.S. Aggregate Bo Transaction History