FLAGSHIP HARBOR ADVISORS, LLC AGG Holdings History
FLAGSHIP HARBOR ADVISORS, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, FLAGSHIP HARBOR ADVISORS, LLC held 339,119.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $33.55 Mil. This investment constitutes 1.76% of their stock portfolio, and FLAGSHIP HARBOR ADVISORS, LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then FLAGSHIP HARBOR ADVISORS, LLC has made 14 purchases of AGG, at an average price of $101.26, for a total of 385,323.00 shares. In addition, there have been 11 sales at an average price of $102.65 for 46,204.00 shares. Based on historical transaction data and AGG's current price of $98.05, FLAGSHIP HARBOR ADVISORS, LLC's estimated gain on his AGG holdings is $-1.02 Mil, reflecting a -2.62% gain to date.
FLAGSHIP HARBOR ADVISORS, LLC AGG ($98.05) Holding Chart
FLAGSHIP HARBOR ADVISORS, 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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