Baystate Wealth Management LLC AGG Holdings History
Baystate Wealth Management LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2023-12-31, Baystate Wealth Management LLC held 817,022.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $81.09 Mil. This investment constitutes 5.95% of their stock portfolio, and Baystate Wealth Management LLC now holds 0.09% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2017Q3. And since then Baystate Wealth Management LLC has made 12 purchases of AGG, at an average price of $104.52, for a total of 1.00 Mil shares. In addition, there have been 4 sales at an average price of $98.16 for 187,582.00 shares. Based on historical transaction data and AGG's current price of $98.47, Baystate Wealth Management LLC's estimated gain on his AGG holdings is $-6.13 Mil, reflecting a -5.84% gain to date.
Baystate Wealth Management LLC AGG ($98.47) Holding Chart
Baystate Wealth Management LLC 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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