JUNCTURE WEALTH STRATEGIES, LLC AGG Holdings History
JUNCTURE WEALTH STRATEGIES, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, JUNCTURE WEALTH STRATEGIES, LLC held 80,677.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $8.00 Mil. This investment constitutes 2.84% of their stock portfolio, and JUNCTURE WEALTH STRATEGIES, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2015Q1. And since then JUNCTURE WEALTH STRATEGIES, LLC has made 24 purchases of AGG, at an average price of $105.70, for a total of 100,375.00 shares. In addition, there have been 8 sales at an average price of $103.30 for 19,698.00 shares. Based on historical transaction data and AGG's current price of $98.11, JUNCTURE WEALTH STRATEGIES, LLC's estimated gain on his AGG holdings is $-659,226.76, reflecting a -6.21% gain to date.
JUNCTURE WEALTH STRATEGIES, LLC AGG ($98.11) Holding Chart
JUNCTURE WEALTH STRATEGIES, LLC AGG ($98.11) 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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