Adaptive Financial Consulting, LLC AGG Holdings History
Adaptive Financial Consulting, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Adaptive Financial Consulting, LLC held 528,459.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $52.28 Mil. This investment constitutes 22.39% of their stock portfolio, and Adaptive Financial Consulting, LLC now holds 0.04% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q4. And since then Adaptive Financial Consulting, LLC has made 17 purchases of AGG, at an average price of $108.19, for a total of 595,866.00 shares. In addition, there have been 4 sales at an average price of $99.47 for 67,407.00 shares. Based on historical transaction data and AGG's current price of $98.16, Adaptive Financial Consulting, LLC's estimated gain on his AGG holdings is $-5.89 Mil, reflecting a -9.13% gain to date.
Adaptive Financial Consulting, LLC AGG ($98.16) Holding Chart
Adaptive Financial Consulting, LLC AGG ($98.16) 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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