Number of Shares
9,621.00
Current Holdings Value*
$954,400.00
% of Portfolio
0.32%
Total Estimate Gain
$-5,590.02
% of Total Estimate Gain
-0.45%

Bond & Devick Financial Network, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-06-30, Bond & Devick Financial Network, Inc. held 9,621.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $954,400.00. This investment constitutes 0.32% of their stock portfolio, and Bond & Devick Financial Network, Inc. now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2021Q2. And since then Bond & Devick Financial Network, Inc. has made 11 purchases of AGG, at an average price of $101.11, for a total of 12,321.00 shares. In addition, there have been 1 sales at an average price of $109.73 for 2,700.00 shares. Based on historical transaction data and AGG's current price of $98.11, Bond & Devick Financial Network, Inc.'s estimated gain on his AGG holdings is $-5,590.02, reflecting a -0.45% gain to date.

Bond & Devick Financial Network, Inc. AGG ($98.11) Holding Chart

Bond & Devick Financial Network, Inc. AGG ($98.11) 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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