AJ Advisors, LLC AGG Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$127,810.47
% of Total Estimate Gain
1.11%

AJ Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, AJ Advisors, LLC held - shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling N/A. This investment constitutes 0% of their stock portfolio, and AJ Advisors, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2022Q4. And since then AJ Advisors, LLC has made 5 purchases of AGG, at an average price of $96.36, for a total of 119,232.00 shares. In addition, there have been 4 sales at an average price of $97.43 for 119,232.00 shares. Based on historical transaction data and AGG's current price of $98.11, AJ Advisors, LLC's estimated gain on his AGG holdings is $127,810.47, reflecting a 1.11% gain to date.

AJ Advisors, LLC AGG ($98.11) Holding Chart

AJ Advisors, LLC AGG ($98.11) 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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