All Terrain Financial Advisors, LLC AGG Holdings History
All Terrain Financial Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, All Terrain Financial Advisors, LLC held 70,946.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $7.02 Mil. This investment constitutes 2.31% of their stock portfolio, and All Terrain Financial Advisors, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then All Terrain Financial Advisors, LLC has made 20 purchases of AGG, at an average price of $106.44, for a total of 98,991.00 shares. In addition, there have been 8 sales at an average price of $97.92 for 28,045.00 shares. Based on historical transaction data and AGG's current price of $98.34, All Terrain Financial Advisors, LLC's estimated gain on his AGG holdings is $-813,484.77, reflecting a -7.72% gain to date.
All Terrain Financial Advisors, LLC AGG ($98.34) Holding Chart
All Terrain Financial Advisors, LLC AGG ($98.34) 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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