Buck Wealth Strategies, LLC AGG Holdings History
Buck Wealth Strategies, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Buck Wealth Strategies, LLC held 410,943.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $40.65 Mil. This investment constitutes 7.39% of their stock portfolio, and Buck Wealth Strategies, LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q3. And since then Buck Wealth Strategies, LLC has made 5 purchases of AGG, at an average price of $97.73, for a total of 566,191.00 shares. In addition, there have been 3 sales at an average price of $98.38 for 155,248.00 shares. Based on historical transaction data and AGG's current price of $98.11, Buck Wealth Strategies, LLC's estimated gain on his AGG holdings is $255,785.14, reflecting a 0.46% gain to date.
Buck Wealth Strategies, LLC AGG ($98.11) Holding Chart
Buck Wealth Strategies, LLC 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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