DMC Group, LLC AGG Holdings History
DMC Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, DMC Group, LLC held 58,240.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $5.76 Mil. This investment constitutes 4.69% of their stock portfolio, and DMC Group, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. And since then DMC Group, LLC has made 10 purchases of AGG, at an average price of $108.28, for a total of 67,887.00 shares. In addition, there have been 2 sales at an average price of $106.77 for 9,647.00 shares. Based on historical transaction data and AGG's current price of $98.00, DMC Group, LLC's estimated gain on his AGG holdings is $-613,577.50, reflecting a -8.35% gain to date.
DMC Group, LLC AGG ($98.00) Holding Chart
DMC Group, LLC AGG ($98.00) 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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