Total Wealth Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History

Total Wealth Planning, LLC

$812 Million
Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Total Wealth Planning, LLC holds 9,746 shares of AGG stock, worth $974,600. This represents 0.12% of its overall portfolio holdings.

Number of Shares

9,746

Previous 9,275 5.08%

Holding current value

$974,600

Previous $920,000 6.2%

% of portfolio

0.12%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$97.75 - $100.75 $46,040 - $47,453	471 Added 5.08%	9,746 $977,000
Q2 2025 Jul 15, 2025	SELL	$96.84 - $99.46 $341,845 - $351,093	-3,530 Reduced 27.57%	9,275 $920,000
Q1 2025 Apr 15, 2025	SELL	$95.85 - $99.25 $12,939 - $13,398	-135 Reduced 1.04%	12,805 $1.26 Million
Q4 2024 Jan 15, 2025	BUY	$96.64 - $101.23 $3,768 - $3,947	39 Added 0.3%	12,940 $1.25 Million
Q2 2024 Aug 02, 2024	SELL	$95.11 - $97.92 $15,883 - $16,352	-167 Reduced 1.28%	12,901 $1.25 Million

Q1 2024 Apr 18, 2024	SELL	$96.75 - $99.37 $47,794 - $49,088	-494 Reduced 3.64%	13,068 $1.28 Million
Q4 2023 Feb 05, 2024	SELL	$91.67 - $99.66 $8,158 - $8,869	-89 Reduced 0.65%	13,562 $1.35 Million
Q3 2023 Nov 08, 2023	SELL	$93.85 - $98.43 $7,508 - $7,874	-80 Reduced 0.58%	13,651 $1.28 Million
Q1 2023 Apr 14, 2023	BUY	$96.32 - $100.79 $96 - $100	1 Added 0.01%	13,731 $1.37 Million
Q4 2022 Feb 02, 2023	BUY	$93.63 - $99.69 $787,896 - $838,891	8,415 Added 158.33%	13,730 $1.33 Million
Q3 2022 Nov 14, 2022	BUY	$95.54 - $104.23 $507,795 - $553,982	5,315 New	5,315 $512,000
Q2 2022 Aug 01, 2022	SELL	$99.01 - $106.84 $305,346 - $329,494	-3,084 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$106.1 - $113.3 $327,212 - $349,417	3,084 New	3,084 $330,000

Others Institutions Holding AGG

# of Institutions

2,229

Shares Held

1.3B

Call Options Held

179K

Put Options Held

24.4K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Total Wealth Planning, LLC Ishares Core U.S. Aggregate Bo Transaction History