Eley Financial Management, Inc AGG Holdings History
Eley Financial Management, Inc's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Eley Financial Management, Inc held 250,459.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $24.79 Mil. This investment constitutes 9.93% of their stock portfolio, and Eley Financial Management, Inc now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then Eley Financial Management, Inc has made 7 purchases of AGG, at an average price of $95.98, for a total of 250,531.00 shares. In addition, there have been 1 sales at an average price of $96.31 for 72.00 shares. Based on historical transaction data and AGG's current price of $98.11, Eley Financial Management, Inc's estimated gain on his AGG holdings is $532,387.81, reflecting a 2.21% gain to date.
Eley Financial Management, Inc AGG ($98.11) Holding Chart
Eley Financial Management, Inc AGG ($98.11) 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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