FC Advisory LLC AGG Holdings History
FC Advisory LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, FC Advisory LLC held 138,487.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $13.70 Mil. This investment constitutes 4.63% of their stock portfolio, and FC Advisory LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2015Q1. And since then FC Advisory LLC has made 13 purchases of AGG, at an average price of $108.08, for a total of 216,992.00 shares. In addition, there have been 15 sales at an average price of $106.93 for 78,505.00 shares. Based on historical transaction data and AGG's current price of $98.57, FC Advisory LLC's estimated gain on his AGG holdings is $-1.41 Mil, reflecting a -6.00% gain to date.
FC Advisory LLC AGG ($98.57) Holding Chart
FC Advisory 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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