ACIMA PRIVATE WEALTH, LLC AGG Holdings History
ACIMA PRIVATE WEALTH, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, ACIMA PRIVATE WEALTH, LLC held 75,972.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $7.52 Mil. This investment constitutes 2.7% of their stock portfolio, and ACIMA PRIVATE WEALTH, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q4. And since then ACIMA PRIVATE WEALTH, LLC has made 17 purchases of AGG, at an average price of $97.55, for a total of 78,292.00 shares. In addition, there have been 6 sales at an average price of $100.66 for 2,320.00 shares. Based on historical transaction data and AGG's current price of $98.76, ACIMA PRIVATE WEALTH, LLC's estimated gain on his AGG holdings is $99,228.42, reflecting a 1.30% gain to date.
ACIMA PRIVATE WEALTH, LLC AGG ($98.76) Holding Chart
ACIMA PRIVATE WEALTH, LLC AGG ($98.76) 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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