Golden State Wealth Management, LLC AGG Holdings History
Golden State Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 246,826.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $24.42 Mil. This investment constitutes 3.63% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q1. And since then Golden State Wealth Management, LLC has made 8 purchases of AGG, at an average price of $112.01, for a total of 738,903.00 shares. In addition, there have been 6 sales at an average price of $112.83 for 492,077.00 shares. Based on historical transaction data and AGG's current price of $98.27, Golden State Wealth Management, LLC's estimated gain on his AGG holdings is $-2.98 Mil, reflecting a -3.60% gain to date.
Golden State Wealth Management, LLC AGG ($98.27) Holding Chart
Golden State Wealth Management, LLC AGG ($98.27) 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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