EIGHT 31 FINANCIAL, LLC AGG Holdings History
EIGHT 31 FINANCIAL, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, EIGHT 31 FINANCIAL, LLC held 161,265.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $15.95 Mil. This investment constitutes 10.21% of their stock portfolio, and EIGHT 31 FINANCIAL, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q4. And since then EIGHT 31 FINANCIAL, LLC has made 2 purchases of AGG, at an average price of $97.50, for a total of 169,046.00 shares. In addition, there have been 3 sales at an average price of $97.57 for 7,781.00 shares. Based on historical transaction data and AGG's current price of $98.05, EIGHT 31 FINANCIAL, LLC's estimated gain on his AGG holdings is $88,570.71, reflecting a 0.54% gain to date.
EIGHT 31 FINANCIAL, LLC AGG ($98.05) Holding Chart
EIGHT 31 FINANCIAL, LLC AGG ($98.05) 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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