A detailed history of Wise Wealth Partners transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Wise Wealth Partners holds 45,467 shares of AGG stock, worth $4.55 Million. This represents 6.96% of its overall portfolio holdings.

Number of Shares
45,467
Previous 40,640 11.88%
Holding current value
$4.55 Million
Previous $4.03 Billion 13.06%
% of portfolio
6.96%
Previous 6.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$97.75 - $100.75 $471,839 - $486,320
4,827 Added 11.88%
45,467 $4.56 Billion
Q2 2025

Jul 23, 2025

BUY
$96.84 - $99.46 $3.7 Million - $3.8 Million
38,255 Added 1603.98%
40,640 $4.03 Billion
Q1 2025

Apr 25, 2025

BUY
$95.85 - $99.25 $228,602 - $236,711
2,385 New
2,385 $236 Million

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
Track This Portfolio

Track Wise Wealth Partners Portfolio

Follow Wise Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wise Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Wise Wealth Partners with notifications on news.