Wealth Trust Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wealth Trust Asset Management, LLC

$130 Million
Q2 2025

A detailed history of Wealth Trust Asset Management, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 52,341 shares of AGG stock, worth $5.18 Million. This represents 4.01% of its overall portfolio holdings.

Number of Shares

52,341

Previous 59,044 11.35%

Holding current value

$5.18 Million

Previous $5.84 Million 11.1%

% of portfolio

4.01%

Previous 4.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$96.84 - $99.46 $649,118 - $666,680	-6,703 Reduced 11.35%	52,341 $5.19 Million
Q1 2025 May 01, 2025	SELL	$95.85 - $99.25 $40,544 - $41,982	-423 Reduced 0.71%	59,044 $5.84 Million
Q4 2024 Feb 10, 2025	BUY	$96.64 - $101.23 $19,134 - $20,043	198 Added 0.33%	59,467 $5.76 Million
Q3 2024 Nov 12, 2024	SELL	$96.25 - $101.98 $421,767 - $446,876	-4,382 Reduced 6.88%	59,269 $6 Million
Q2 2024 Aug 12, 2024	BUY	$95.11 - $97.92 $6.05 Million - $6.23 Million	63,651 New	63,651 $6.18 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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Wealth Trust Asset Management, LLC Ishares Core U.S. Aggregate Bo Transaction History