High Note Wealth, LLC AGG Holdings History
High Note Wealth, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, High Note Wealth, LLC held 163,812.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $16.20 Mil. This investment constitutes 4.01% of their stock portfolio, and High Note Wealth, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q4. And since then High Note Wealth, LLC has made 6 purchases of AGG, at an average price of $98.68, for a total of 169,228.00 shares. In addition, there have been 4 sales at an average price of $104.72 for 5,416.00 shares. Based on historical transaction data and AGG's current price of $98.49, High Note Wealth, LLC's estimated gain on his AGG holdings is $1,756.68, reflecting a 0.01% gain to date.
High Note Wealth, LLC AGG ($98.49) Holding Chart
High Note Wealth, LLC AGG ($98.49) 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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