INTERACTIVE FINANCIAL ADVISORS, INC. AGG Holdings History
INTERACTIVE FINANCIAL ADVISORS, INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, INTERACTIVE FINANCIAL ADVISORS, INC. held 144,383.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $14.28 Mil. This investment constitutes 7.56% of their stock portfolio, and INTERACTIVE FINANCIAL ADVISORS, INC. now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2013Q4. And since then INTERACTIVE FINANCIAL ADVISORS, INC. has made 22 purchases of AGG, at an average price of $103.46, for a total of 499,542.00 shares. In addition, there have been 21 sales at an average price of $104.30 for 355,159.00 shares. Based on historical transaction data and AGG's current price of $99.08, INTERACTIVE FINANCIAL ADVISORS, INC.'s estimated gain on his AGG holdings is $-334,689.95, reflecting a -0.65% gain to date.
INTERACTIVE FINANCIAL ADVISORS, INC. AGG ($99.08) Holding Chart
INTERACTIVE FINANCIAL ADVISORS, INC. AGG ($99.08) 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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