James J. Burns & Company, LLC AGG Holdings History
James J. Burns & Company, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, James J. Burns & Company, LLC held 161,365.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $16.01 Mil. This investment constitutes 2.61% of their stock portfolio, and James J. Burns & Company, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q3. And since then James J. Burns & Company, LLC has made 7 purchases of AGG, at an average price of $98.77, for a total of 240,861.00 shares. In addition, there have been 4 sales at an average price of $96.85 for 79,496.00 shares. Based on historical transaction data and AGG's current price of $98.29, James J. Burns & Company, LLC's estimated gain on his AGG holdings is $-230,054.89, reflecting a -0.97% gain to date.
James J. Burns & Company, LLC AGG ($98.29) Holding Chart
James J. Burns & Company, 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 % | |||
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