BAR HARBOR WEALTH MANAGEMENT AGG Holdings History
BAR HARBOR WEALTH MANAGEMENT's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, BAR HARBOR WEALTH MANAGEMENT held 596,769.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $59.03 Mil. This investment constitutes 3.91% of their stock portfolio, and BAR HARBOR WEALTH MANAGEMENT now holds 0.05% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2013Q4. And since then BAR HARBOR WEALTH MANAGEMENT has made 34 purchases of AGG, at an average price of $108.16, for a total of 978,570.00 shares. In addition, there have been 4 sales at an average price of $96.54 for 381,801.00 shares. Based on historical transaction data and AGG's current price of $98.47, BAR HARBOR WEALTH MANAGEMENT's estimated gain on his AGG holdings is $-10.22 Mil, reflecting a -9.65% gain to date.
BAR HARBOR WEALTH MANAGEMENT AGG ($98.47) Holding Chart
BAR HARBOR WEALTH MANAGEMENT AGG ($98.47) 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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