9258 Wealth Management, LLC AGG Holdings History
9258 Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2024-09-30, 9258 Wealth Management, LLC held 133,014.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $13.47 Mil. This investment constitutes 2% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q2. And since then 9258 Wealth Management, LLC has made 18 purchases of AGG, at an average price of $107.19, for a total of 158,997.00 shares. In addition, there have been 4 sales at an average price of $98.75 for 25,983.00 shares. Based on historical transaction data and AGG's current price of $98.35, 9258 Wealth Management, LLC's estimated gain on his AGG holdings is $-1.39 Mil, reflecting a -8.18% gain to date.
9258 Wealth Management, LLC AGG ($98.35) Holding Chart
9258 Wealth Management, LLC AGG ($98.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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