Innovative Wealth Building LLC AGG Holdings History
Innovative Wealth Building LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Innovative Wealth Building LLC held 34,025.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $3.37 Mil. This investment constitutes 3.1% of their stock portfolio, and Innovative Wealth Building LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $97.76 for 877.00 shares. Based on historical transaction data and AGG's current price of $98.12, Innovative Wealth Building LLC's estimated gain on his AGG holdings is $-11,833.38, reflecting a -0.34% gain to date.
Innovative Wealth Building LLC AGG ($98.12) Holding Chart
Innovative Wealth Building LLC AGG ($98.12) 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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