Avondale Wealth Management AGG Holdings History
Avondale Wealth Management's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Avondale Wealth Management held 16,427.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $1.63 Mil. This investment constitutes 0.91% of their stock portfolio, and Avondale Wealth Management now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then Avondale Wealth Management has made 11 purchases of AGG, at an average price of $97.14, for a total of 240,779.00 shares. In addition, there have been 12 sales at an average price of $98.88 for 224,352.00 shares. Based on historical transaction data and AGG's current price of $98.29, Avondale Wealth Management's estimated gain on his AGG holdings is $409,368.14, reflecting a 1.75% gain to date.
Avondale Wealth Management AGG ($98.29) Holding Chart
Avondale Wealth Management 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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