Andina Capital Management, LLC AGG Holdings History
Andina Capital Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Andina Capital Management, LLC held 101,307.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $10.05 Mil. This investment constitutes 7.04% of their stock portfolio, and Andina Capital Management, LLC 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 Andina Capital Management, LLC has made 3 purchases of AGG, at an average price of $97.22, for a total of 148,451.00 shares. In addition, there have been 3 sales at an average price of $97.87 for 47,144.00 shares. Based on historical transaction data and AGG's current price of $98.29, Andina Capital Management, LLC's estimated gain on his AGG holdings is $139,578.00, reflecting a 0.97% gain to date.
Andina Capital Management, LLC AGG ($98.29) Holding Chart
Andina Capital Management, LLC AGG ($98.29) 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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