Triad Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History

Triad Wealth Partners, LLC

$495 Billion
Q2 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 25,610 shares of AGG stock, worth $2.53 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

25,610

Previous 26,969 5.04%

Holding current value

$2.53 Million

Previous $2.67 Billion 4.77%

% of portfolio

0.51%

Previous 0.83%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$96.84 - $99.46 $131,605 - $135,166	-1,359 Reduced 5.04%	25,610 $2.54 Billion
Q1 2025 May 14, 2025	BUY	$95.85 - $99.25 $441,101 - $456,748	4,602 Added 20.57%	26,969 $2.67 Billion
Q4 2024 Feb 06, 2025	BUY	$96.64 - $101.23 $2.16 Million - $2.26 Million	22,367 New	22,367 $2.17 Billion
Q2 2024 Jul 18, 2024	BUY	$95.11 - $97.92 $15,978 - $16,450	168 New	168 $16.3 Million

Others Institutions Holding AGG

# of Institutions

2,157

Shares Held

1.3B

Call Options Held

110K

Put Options Held

10.1K

View Full List

About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
Sector ETFs
Industry ETFs

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Triad Wealth Partners, LLC Ishares Core U.S. Aggregate Bo Transaction History