Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-1,700.16
% of Total Estimate Gain
-0.70%

Dynamic Financial Group's iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, Dynamic Financial Group held - shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Dynamic Financial Group 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 2,464.00 shares. Based on historical transaction data and AGG's current price of $97.93, Dynamic Financial Group's estimated gain on his AGG holdings is $-1,700.16, reflecting a -0.70% gain to date.

Dynamic Financial Group AGG ($97.93) Holding Chart

Dynamic Financial Group AGG ($97.93) 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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