Destination Wealth Management AGG Holdings History
Destination Wealth Management's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Destination Wealth Management held 1.45 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $143.04 Mil. This investment constitutes 4.51% of their stock portfolio, and Destination Wealth Management now holds 0.11% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2013Q4. And since then Destination Wealth Management has made 27 purchases of AGG, at an average price of $107.20, for a total of 3.45 Mil shares. In addition, there have been 10 sales at an average price of $105.16 for 2.00 Mil shares. Based on historical transaction data and AGG's current price of $98.35, Destination Wealth Management's estimated gain on his AGG holdings is $-16.88 Mil, reflecting a -4.56% gain to date.
Destination Wealth Management AGG ($98.35) Holding Chart
Destination Wealth Management AGG ($98.35) 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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