Ameliora Wealth Management Ltd. AGG Holdings History
Ameliora Wealth Management Ltd.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Ameliora Wealth Management Ltd. held 222,572.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $22.02 Mil. This investment constitutes 8.28% of their stock portfolio, and Ameliora Wealth Management Ltd. now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q1. And since then Ameliora Wealth Management Ltd. has made 10 purchases of AGG, at an average price of $97.50, for a total of 224,886.00 shares. In addition, there have been 2 sales at an average price of $98.49 for 2,314.00 shares. Based on historical transaction data and AGG's current price of $98.11, Ameliora Wealth Management Ltd.'s estimated gain on his AGG holdings is $138,018.50, reflecting a 0.63% gain to date.
Ameliora Wealth Management Ltd. AGG ($98.11) Holding Chart
Ameliora Wealth Management Ltd. 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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