FORM Wealth Advisors, LLC AGG Holdings History
FORM Wealth Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, FORM Wealth Advisors, LLC held 816,303.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $80.98 Mil. This investment constitutes 9.8% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.06% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $98.00 for 113,402.00 shares. Based on historical transaction data and AGG's current price of $97.93, FORM Wealth Advisors, LLC's estimated gain on his AGG holdings is $165,987.99, reflecting a 0.18% gain to date.
FORM Wealth Advisors, LLC AGG ($97.93) Holding Chart
FORM Wealth Advisors, LLC AGG ($97.93) 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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