Benchmark Wealth Management, LLC AGG Holdings History
Benchmark Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Benchmark Wealth Management, LLC held 21,953.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $2.17 Mil. This investment constitutes 1.05% of their stock portfolio, and Benchmark Wealth Management, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q3. And since then Benchmark Wealth Management, LLC has made 7 purchases of AGG, at an average price of $97.77, for a total of 25,479.00 shares. In addition, there have been 1 sales at an average price of $95.17 for 3,526.00 shares. Based on historical transaction data and AGG's current price of $98.17, Benchmark Wealth Management, LLC's estimated gain on his AGG holdings is $-485.21, reflecting a -0.02% gain to date.
Benchmark Wealth Management, LLC AGG ($98.17) Holding Chart
Benchmark Wealth Management, LLC AGG ($98.17) 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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