Grey Fox Wealth Advisors, LLC AGG Holdings History
Grey Fox Wealth Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Grey Fox Wealth Advisors, LLC held 288,986.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $28.59 Mil. This investment constitutes 8.6% of their stock portfolio, and Grey Fox Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then Grey Fox Wealth Advisors, LLC has made 8 purchases of AGG, at an average price of $97.88, for a total of 304,648.00 shares. In addition, there have been 1 sales at an average price of $97.76 for 15,662.00 shares. Based on historical transaction data and AGG's current price of $98.29, Grey Fox Wealth Advisors, LLC's estimated gain on his AGG holdings is $115,960.03, reflecting a 0.39% gain to date.
Grey Fox Wealth Advisors, LLC AGG ($98.29) Holding Chart
Grey Fox Wealth Advisors, 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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