BROOKS, MOORE & ASSOCIATES, INC. AGG Holdings History
Number of Shares
12,400.00
Current Holdings Value*
$1.23 Mil
% of Portfolio
0.69%
Total Estimate Gain
$6,594.00
% of Total Estimate Gain
0.54%
BROOKS, MOORE & ASSOCIATES, INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, BROOKS, MOORE & ASSOCIATES, INC. held 12,400.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $1.23 Mil. This investment constitutes 0.69% of their stock portfolio, and BROOKS, MOORE & ASSOCIATES, INC. now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q4. And since then BROOKS, MOORE & ASSOCIATES, INC. has made 2 purchases of AGG, at an average price of $98.04, for a total of 12,400.00 shares. Based on historical transaction data and AGG's current price of $98.57, BROOKS, MOORE & ASSOCIATES, INC.'s estimated gain on his AGG holdings is $6,594.00, reflecting a 0.54% gain to date.
BROOKS, MOORE & ASSOCIATES, INC. AGG ($98.57) Holding Chart
BROOKS, MOORE & ASSOCIATES, INC. AGG ($98.57) 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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