Fairvoy Private Wealth, LLC AGG Holdings History
Fairvoy Private Wealth, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Fairvoy Private Wealth, LLC held 11,487.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $1.14 Mil. This investment constitutes 0.28% of their stock portfolio, and Fairvoy Private Wealth, 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 2 sales at an average price of $97.76 for 117,292.00 shares. Based on historical transaction data and AGG's current price of $98.35, Fairvoy Private Wealth, LLC's estimated gain on his AGG holdings is $-81,875.46, reflecting a -0.65% gain to date.
Fairvoy Private Wealth, LLC AGG ($98.35) Holding Chart
Fairvoy Private Wealth, LLC AGG ($98.35) 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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