CAPITAL PERFORMANCE ADVISORS LLP AGG Holdings History
EARNED WEALTH ADVISORS, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 168,628.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $16.68 Mil. This investment constitutes 3.66% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. And since then EARNED WEALTH ADVISORS, LLC has made 2 purchases of AGG, at an average price of $98.03, for a total of 171,491.00 shares. In addition, there have been 2 sales at an average price of $102.33 for 2,863.00 shares. Based on historical transaction data and AGG's current price of $99.20, EARNED WEALTH ADVISORS, LLC's estimated gain on his AGG holdings is $210,244.36, reflecting a 1.25% gain to date.
EARNED WEALTH ADVISORS, LLC AGG ($99.20) Holding Chart
EARNED WEALTH ADVISORS, LLC AGG ($99.20) 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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