Addison Advisors LLC AGG Holdings History
Addison Advisors LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Addison Advisors LLC held 106,957.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $10.58 Mil. This investment constitutes 2.89% of their stock portfolio, and Addison Advisors LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then Addison Advisors LLC has made 8 purchases of AGG, at an average price of $97.02, for a total of 106,957.00 shares. Based on historical transaction data and AGG's current price of $98.11, Addison Advisors LLC's estimated gain on his AGG holdings is $116,207.11, reflecting a 1.12% gain to date.
Addison Advisors LLC AGG ($98.11) Holding Chart
Addison Advisors LLC AGG ($98.11) 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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