Number of Shares
29,728.00
Current Holdings Value*
$2.91 Mil
% of Portfolio
0.53%
Total Estimate Gain
$71,553.49
% of Total Estimate Gain
0.98%

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 $98.46, Financial Advisory Group's estimated gain on his AGG holdings is $71,553.49, reflecting a 0.98% gain to date.

Financial Advisory Group AGG ($98.46) Holding Chart

Financial Advisory Group AGG ($98.46) 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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