Accel Wealth Management AGG Holdings History
Accel Wealth Management's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Accel Wealth Management held 34,670.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $3.43 Mil. This investment constitutes 1.24% of their stock portfolio, and Accel Wealth Management now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q4. And since then Accel Wealth Management has made 12 purchases of AGG, at an average price of $105.44, for a total of 57,725.00 shares. In addition, there have been 6 sales at an average price of $113.77 for 23,055.00 shares. Based on historical transaction data and AGG's current price of $97.93, Accel Wealth Management's estimated gain on his AGG holdings is $-67,957.89, reflecting a -1.12% gain to date.
Accel Wealth Management AGG ($97.93) Holding Chart
Accel Wealth Management AGG ($97.93) 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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