GPS Wealth Strategies Group, LLC AGG Holdings History
GPS Wealth Strategies Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, GPS Wealth Strategies Group, LLC held 151,569.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $14.99 Mil. This investment constitutes 2.02% of their stock portfolio, and GPS Wealth Strategies Group, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q1. And since then GPS Wealth Strategies Group, LLC has made 6 purchases of AGG, at an average price of $99.54, for a total of 181,430.00 shares. In addition, there have been 4 sales at an average price of $98.47 for 29,861.00 shares. Based on historical transaction data and AGG's current price of $98.08, GPS Wealth Strategies Group, LLC's estimated gain on his AGG holdings is $-253,657.56, reflecting a -1.40% gain to date.
GPS Wealth Strategies Group, LLC AGG ($98.08) Holding Chart
GPS Wealth Strategies Group, LLC AGG ($98.08) 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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