Emerson Wealth, LLC AGG Holdings History
Emerson Wealth, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2022-06-30, Emerson Wealth, LLC held 122,057.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $1.90 Mil. This investment constitutes 1.24% of their stock portfolio, and Emerson Wealth, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q4. And since then Emerson Wealth, LLC has made 12 purchases of AGG, at an average price of $110.57, for a total of 129,160.00 shares. In addition, there have been 2 sales at an average price of $112.71 for 7,103.00 shares. Based on historical transaction data and AGG's current price of $98.57, Emerson Wealth, LLC's estimated gain on his AGG holdings is $-1.45 Mil, reflecting a -10.15% gain to date.
Emerson Wealth, LLC AGG ($98.57) Holding Chart
Emerson Wealth, LLC AGG ($98.57) 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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