Financial Partners Group, Inc AGG Holdings History
Financial Partners Group, Inc's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Financial Partners Group, Inc held 164,957.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $16.36 Mil. This investment constitutes 2.26% of their stock portfolio, and Financial Partners Group, Inc now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q2. And since then Financial Partners Group, Inc has made 6 purchases of AGG, at an average price of $98.34, for a total of 168,126.00 shares. In addition, there have been 4 sales at an average price of $104.57 for 3,169.00 shares. Based on historical transaction data and AGG's current price of $98.11, Financial Partners Group, Inc's estimated gain on his AGG holdings is $-18,590.83, reflecting a -0.11% gain to date.
Financial Partners Group, Inc AGG ($98.11) Holding Chart
Financial Partners Group, Inc AGG ($98.11) 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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