Trajan Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History

Trajan Wealth LLC

$1.83 Trillion
Q1 2025

A detailed history of Trajan Wealth LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Trajan Wealth LLC holds 1,245,729 shares of AGG stock, worth $123 Million. This represents 6.72% of its overall portfolio holdings.

Number of Shares

1,245,729

Previous 1,034,804 20.38%

Holding current value

$123 Million

Previous $100 Billion 22.89%

% of portfolio

6.72%

Previous 5.55%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$95.85 - $99.25 $20.2 Million - $20.9 Million	210,925 Added 20.38%	1,245,729 $123 Billion
Q4 2024 Feb 13, 2025	BUY	$96.64 - $101.23 $4.34 Million - $4.54 Million	44,882 Added 4.53%	1,034,804 $100 Billion
Q3 2024 Oct 25, 2024	BUY	$96.25 - $101.98 $2.84 Million - $3.01 Million	29,472 Added 3.07%	989,922 $100 Billion
Q2 2024 Jul 26, 2024	BUY	$95.11 - $97.92 $4.47 Million - $4.6 Million	46,991 Added 5.14%	960,450 $93.2 Billion
Q1 2024 May 14, 2024	BUY	$96.75 - $99.37 $88.4 Million - $90.8 Million	913,459 New	913,459 $89.5 Billion

Others Institutions Holding AGG

# of Institutions

2,174

Shares Held

1.28B

Call Options Held

110K

Put Options Held

10.2K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Trajan Wealth LLC Ishares Core U.S. Aggregate Bo Transaction History