Financial Advisory Group AGG Holdings History
Financial Advisory Group's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2024-03-31, Financial Advisory Group held 29,728.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $2.91 Mil. This investment constitutes 0.53% of their stock portfolio, and Financial Advisory Group now holds -% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then Financial Advisory Group has made 2 purchases of AGG, at an average price of $96.48, for a total of 75,461.00 shares. In addition, there have been 4 sales at an average price of $96.76 for 45,733.00 shares. Based on historical transaction data and AGG's current price of $99.08, Financial Advisory Group's estimated gain on his AGG holdings is $90,133.49, reflecting a 1.24% gain to date.
Financial Advisory Group AGG ($99.08) Holding Chart
Financial Advisory Group AGG ($99.08) 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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