Core Wealth Management, Inc. AGG Holdings History
Core Wealth Management, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Core Wealth Management, Inc. held 29,320.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $2.90 Mil. This investment constitutes 1.11% of their stock portfolio, and Core Wealth Management, Inc. now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Management, Inc. has made 3 purchases of AGG, at an average price of $96.92, for a total of 228,930.00 shares. In addition, there have been 5 sales at an average price of $97.82 for 199,610.00 shares. Based on historical transaction data and AGG's current price of $98.14, Core Wealth Management, Inc.'s estimated gain on his AGG holdings is $215,712.09, reflecting a 0.97% gain to date.
Core Wealth Management, Inc. AGG ($98.14) Holding Chart
Core Wealth Management, Inc. AGG ($98.14) 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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