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 2025-06-30, Independent Solutions Wealth Management, LLC held 116,650.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $11.57 Mil. This investment constitutes 2.26% 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 10 purchases of AGG, at an average price of $111.98, for a total of 196,518.00 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 $98.29, Independent Solutions Wealth Management, LLC's estimated gain on his AGG holdings is $-2.23 Mil, reflecting a -10.14% gain to date.
Independent Solutions Wealth Management, LLC AGG ($98.29) Holding Chart
Independent Solutions Wealth Management, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
