Financial Designs Corp AGG Holdings History
Financial Designs Corp's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Financial Designs Corp held 239,852.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $23.73 Mil. This investment constitutes 16.52% of their stock portfolio, and Financial Designs Corp now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q3. And since then Financial Designs Corp has made 5 purchases of AGG, at an average price of $95.26, for a total of 255,618.00 shares. In addition, there have been 2 sales at an average price of $97.85 for 15,766.00 shares. Based on historical transaction data and AGG's current price of $98.80, Financial Designs Corp's estimated gain on his AGG holdings is $888,938.91, reflecting a 3.65% gain to date.
Financial Designs Corp AGG ($98.80) Holding Chart
Financial Designs Corp AGG ($98.80) 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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