Fort Henry Capital, LLC AGG Holdings History
Fort Henry Capital, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Fort Henry Capital, LLC held 277,071.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $27.49 Mil. This investment constitutes 18.48% of their stock portfolio, and Fort Henry Capital, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q4. And since then Fort Henry Capital, LLC has made 16 purchases of AGG, at an average price of $111.02, for a total of 282,973.00 shares. In addition, there have been 2 sales at an average price of $96.73 for 5,902.00 shares. Based on historical transaction data and AGG's current price of $98.11, Fort Henry Capital, LLC's estimated gain on his AGG holdings is $-3.66 Mil, reflecting a -11.65% gain to date.
Fort Henry Capital, LLC AGG ($98.11) Holding Chart
Fort Henry Capital, LLC 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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