Abound Wealth Management AGG Holdings History
Abound Wealth Management's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Abound Wealth Management held 388,788.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $38.46 Mil. This investment constitutes 12.84% of their stock portfolio, and Abound Wealth Management now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. And since then Abound Wealth Management has made 12 purchases of AGG, at an average price of $104.21, for a total of 443,405.00 shares. In addition, there have been 1 sales at an average price of $102.83 for 54,617.00 shares. Based on historical transaction data and AGG's current price of $98.47, Abound Wealth Management's estimated gain on his AGG holdings is $-2.31 Mil, reflecting a -4.99% gain to date.
Abound Wealth Management AGG ($98.47) Holding Chart
Abound Wealth Management AGG ($98.47) 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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