COREPATH WEALTH PARTNERS LLC AGG Holdings History
COREPATH WEALTH PARTNERS LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, COREPATH WEALTH PARTNERS LLC held 132,840.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $13.08 Mil. This investment constitutes 11.03% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q4. And since then COREPATH WEALTH PARTNERS LLC has made 16 purchases of AGG, at an average price of $105.44, for a total of 221,455.00 shares. In addition, there have been 2 sales at an average price of $98.55 for 88,615.00 shares. Based on historical transaction data and AGG's current price of $97.90, COREPATH WEALTH PARTNERS LLC's estimated gain on his AGG holdings is $-1.61 Mil, reflecting a -6.90% gain to date.
COREPATH WEALTH PARTNERS LLC AGG ($97.90) Holding Chart
COREPATH WEALTH PARTNERS 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
