White Lighthouse Investment Management Inc. Ishares Core U.S. Aggregate Bo Transaction History

White Lighthouse Investment Management Inc.

$654 Million
Q3 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 2,789 shares of AGG stock, worth $278,900. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,789

Previous 2,499 11.6%

Holding current value

$278,900

Previous $247,000 12.96%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$97.75 - $100.75 $28,347 - $29,217	290 Added 11.6%	2,789 $279,000
Q2 2025 Jul 30, 2025	SELL	$96.84 - $99.46 $4,551 - $4,674	-47 Reduced 1.85%	2,499 $247,000
Q4 2024 Feb 04, 2025	SELL	$96.64 - $101.23 $64,168 - $67,216	-664 Reduced 20.69%	2,546 $246,000
Q3 2024 Oct 30, 2024	BUY	$96.25 - $101.98 $75,363 - $79,850	783 Added 32.26%	3,210 $325,000
Q2 2024 Jul 15, 2024	SELL	$95.11 - $97.92 $190 - $195	-2 Reduced 0.08%	2,427 $235,000

Q1 2024 May 07, 2024	SELL	$96.75 - $99.37 $7,836 - $8,048	-81 Reduced 3.23%	2,429 $237,000
Q4 2023 Jan 23, 2024	SELL	$91.67 - $99.66 $58,485 - $63,583	-638 Reduced 20.27%	2,510 $249,000
Q3 2023 Oct 18, 2023	BUY	$93.85 - $98.43 $295,439 - $309,857	3,148 New	3,148 $296,000

Others Institutions Holding AGG

# of Institutions

2,222

Shares Held

1.3B

Call Options Held

179K

Put Options Held

20.8K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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White Lighthouse Investment Management Inc. Ishares Core U.S. Aggregate Bo Transaction History