Finley Financial, LLC AGG Holdings History
Number of Shares
8,210.00
Current Holdings Value*
$814,430.00
% of Portfolio
0.41%
Total Estimate Gain
$459.25
% of Total Estimate Gain
0.06%
Finley Financial, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Finley Financial, LLC held 8,210.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $814,430.00. This investment constitutes 0.41% of their stock portfolio, and Finley Financial, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q4. And since then Finley Financial, LLC has made 2 purchases of AGG, at an average price of $98.29, for a total of 8,210.00 shares. Based on historical transaction data and AGG's current price of $98.35, Finley Financial, LLC's estimated gain on his AGG holdings is $459.25, reflecting a 0.06% gain to date.
Finley Financial, LLC AGG ($98.35) Holding Chart
Finley Financial, 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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