Fountainhead AM, LLC AGG Holdings History
Fountainhead AM, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Fountainhead AM, LLC held 7,338.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $725,860.00. This investment constitutes 0.12% of their stock portfolio, and Fountainhead AM, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q4. And since then Fountainhead AM, LLC has made 8 purchases of AGG, at an average price of $110.21, for a total of 275,410.00 shares. In addition, there have been 8 sales at an average price of $100.45 for 268,072.00 shares. Based on historical transaction data and AGG's current price of $98.29, Fountainhead AM, LLC's estimated gain on his AGG holdings is $-2.70 Mil, reflecting a -8.91% gain to date.
Fountainhead AM, LLC AGG ($98.29) Holding Chart
Fountainhead AM, LLC AGG ($98.29) 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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