Number of Shares
17,936.00
Current Holdings Value*
$1.77 Mil
% of Portfolio
1.51%
Total Estimate Gain
$-3,171.98
% of Total Estimate Gain
-0.18%

FSA Investment Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, FSA Investment Group, LLC held 17,936.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $1.77 Mil. This investment constitutes 1.51% of their stock portfolio, and FSA Investment Group, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $97.76 for 438.00 shares. Based on historical transaction data and AGG's current price of $98.29, FSA Investment Group, LLC's estimated gain on his AGG holdings is $-3,171.98, reflecting a -0.18% gain to date.

FSA Investment Group, LLC AGG ($98.29) Holding Chart

FSA Investment Group, LLC AGG ($98.29) 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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