Boyd Wealth Management, LLC AGG Holdings History
Boyd Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Boyd Wealth Management, LLC held 351,574.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $34.88 Mil. This investment constitutes 15.1% of their stock portfolio, and Boyd Wealth Management, LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. And since then Boyd Wealth Management, LLC has made 8 purchases of AGG, at an average price of $102.67, for a total of 511,139.00 shares. In addition, there have been 5 sales at an average price of $97.66 for 159,565.00 shares. Based on historical transaction data and AGG's current price of $98.51, Boyd Wealth Management, LLC's estimated gain on his AGG holdings is $-2.26 Mil, reflecting a -4.31% gain to date.
Boyd Wealth Management, LLC AGG ($98.51) Holding Chart
Boyd Wealth Management, LLC AGG ($98.51) 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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