Independent Solutions Wealth Management, LLC AGG Holdings History
Independent Solutions Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Independent Solutions Wealth Management, LLC held 116,345.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $11.51 Mil. This investment constitutes 2.58% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q4. And since then Independent Solutions Wealth Management, LLC has made 9 purchases of AGG, at an average price of $112.00, for a total of 196,213.00 shares. In addition, there have been 12 sales at an average price of $104.03 for 79,868.00 shares. Based on historical transaction data and AGG's current price of $98.39, Independent Solutions Wealth Management, LLC's estimated gain on his AGG holdings is $-2.22 Mil, reflecting a -10.10% gain to date.
Independent Solutions Wealth Management, LLC AGG ($98.39) Holding Chart
Independent Solutions Wealth Management, LLC AGG ($98.39) 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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