Boomfish Wealth Group, LLC AGG Holdings History
Boomfish Wealth Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Boomfish Wealth Group, LLC held 66,467.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $6.57 Mil. This investment constitutes 4.27% of their stock portfolio, and Boomfish Wealth Group, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q1. And since then Boomfish Wealth Group, LLC has made 5 purchases of AGG, at an average price of $98.98, for a total of 66,467.00 shares. Based on historical transaction data and AGG's current price of $97.90, Boomfish Wealth Group, LLC's estimated gain on his AGG holdings is $-72,128.84, reflecting a -1.10% gain to date.
Boomfish Wealth Group, LLC AGG ($97.90) Holding Chart
Boomfish Wealth Group, LLC AGG ($97.90) 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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