Number of Shares
19,789.00
Current Holdings Value*
$1.96 Mil
% of Portfolio
2.11%
Total Estimate Gain
$-2.54 Mil
% of Total Estimate Gain
-12.94%

BG Investment Services, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, BG Investment Services, Inc. held 19,789.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $1.96 Mil. This investment constitutes 2.11% of their stock portfolio, and BG Investment Services, Inc. now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2021Q4. And since then BG Investment Services, Inc. has made 2 purchases of AGG, at an average price of $113.07, for a total of 173,604.00 shares. In addition, there have been 4 sales at an average price of $98.46 for 153,815.00 shares. Based on historical transaction data and AGG's current price of $98.35, BG Investment Services, Inc.'s estimated gain on his AGG holdings is $-2.54 Mil, reflecting a -12.94% gain to date.

BG Investment Services, Inc. AGG ($98.35) Holding Chart

BG Investment Services, Inc. AGG ($98.35) 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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