Erickson Financial Group, LLC AGG Holdings History
Erickson Financial Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Erickson Financial Group, LLC held 68,532.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $6.78 Mil. This investment constitutes 5.06% of their stock portfolio, and Erickson Financial Group, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q1. And since then Erickson Financial Group, LLC has made 7 purchases of AGG, at an average price of $107.67, for a total of 71,264.00 shares. In addition, there have been 6 sales at an average price of $97.93 for 2,732.00 shares. Based on historical transaction data and AGG's current price of $98.11, Erickson Financial Group, LLC's estimated gain on his AGG holdings is $-681,487.01, reflecting a -8.88% gain to date.
Erickson Financial Group, LLC AGG ($98.11) Holding Chart
Erickson Financial Group, LLC 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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