DecisionMap Wealth Management, LLC AGG Holdings History
Number of Shares
30,329.00
Current Holdings Value*
$3.00 Mil
% of Portfolio
2.28%
Total Estimate Gain
$-4,643.63
% of Total Estimate Gain
-0.12%
DecisionMap Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, DecisionMap Wealth Management, LLC held 30,329.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $3.00 Mil. This investment constitutes 2.28% of their stock portfolio, and DecisionMap Wealth Management, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $97.76 for 7,609.00 shares. Based on historical transaction data and AGG's current price of $98.47, DecisionMap Wealth Management, LLC's estimated gain on his AGG holdings is $-4,643.63, reflecting a -0.12% gain to date.
DecisionMap Wealth Management, LLC AGG ($98.47) Holding Chart
DecisionMap Wealth Management, LLC AGG ($98.47) 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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