Baldrige Asset Management LLC AGG Holdings History
Baldrige Asset Management LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2023-03-31, Baldrige Asset Management LLC held 85,175.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $8.49 Mil. This investment constitutes 3.48% of their stock portfolio, and Baldrige Asset Management LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q1. And since then Baldrige Asset Management LLC has made 15 purchases of AGG, at an average price of $106.37, for a total of 85,835.00 shares. In addition, there have been 1 sales at an average price of $116.59 for 660.00 shares. Based on historical transaction data and AGG's current price of $98.39, Baldrige Asset Management LLC's estimated gain on his AGG holdings is $-673,737.06, reflecting a -7.38% gain to date.
Baldrige Asset Management LLC AGG ($98.39) Holding Chart
Baldrige Asset Management LLC AGG ($98.39) 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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