AJ WEALTH STRATEGIES, LLC AGG Holdings History
AJ WEALTH STRATEGIES, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2023-06-30, AJ WEALTH STRATEGIES, LLC held 672,957.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $65.92 Mil. This investment constitutes 3.18% of their stock portfolio, and AJ WEALTH STRATEGIES, LLC now holds 0.08% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then AJ WEALTH STRATEGIES, LLC has made 14 purchases of AGG, at an average price of $106.67, for a total of 2.80 Mil shares. In addition, there have been 7 sales at an average price of $107.80 for 2.13 Mil shares. Based on historical transaction data and AGG's current price of $97.89, AJ WEALTH STRATEGIES, LLC's estimated gain on his AGG holdings is $-3.49 Mil, reflecting a -1.17% gain to date.
AJ WEALTH STRATEGIES, LLC AGG ($97.89) Holding Chart
AJ WEALTH STRATEGIES, LLC AGG ($97.89) 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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