Full Sail Capital, LLC AGG Holdings History
Full Sail Capital, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Full Sail Capital, LLC held 408,258.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $40.38 Mil. This investment constitutes 2.61% of their stock portfolio, and Full Sail Capital, LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q4. And since then Full Sail Capital, LLC has made 21 purchases of AGG, at an average price of $104.67, for a total of 557,026.00 shares. In addition, there have been 4 sales at an average price of $113.49 for 148,768.00 shares. Based on historical transaction data and AGG's current price of $98.35, Full Sail Capital, LLC's estimated gain on his AGG holdings is $-1.27 Mil, reflecting a -2.18% gain to date.
Full Sail Capital, LLC AGG ($98.35) Holding Chart
Full Sail Capital, 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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