Addis & Hill, Inc AGG Holdings History
Addis & Hill, Inc's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Addis & Hill, Inc held 94,971.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $9.42 Mil. This investment constitutes 6.15% of their stock portfolio, and Addis & Hill, Inc now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q4. And since then Addis & Hill, Inc has made 4 purchases of AGG, at an average price of $95.94, for a total of 96,208.00 shares. In addition, there have been 2 sales at an average price of $98.78 for 1,237.00 shares. Based on historical transaction data and AGG's current price of $98.14, Addis & Hill, Inc's estimated gain on his AGG holdings is $212,746.09, reflecting a 2.30% gain to date.
Addis & Hill, Inc AGG ($98.14) Holding Chart
Addis & Hill, Inc AGG ($98.14) 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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