KFA Private Wealth Group, LLC AGG Holdings History
KFA Private Wealth Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, KFA Private Wealth Group, LLC held 79,090.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $7.82 Mil. This investment constitutes 2.74% of their stock portfolio, and KFA Private Wealth Group, 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 KFA Private Wealth Group, LLC has made 10 purchases of AGG, at an average price of $107.45, for a total of 187,880.00 shares. In addition, there have been 11 sales at an average price of $106.92 for 108,790.00 shares. Based on historical transaction data and AGG's current price of $98.11, KFA Private Wealth Group, LLC's estimated gain on his AGG holdings is $-797,015.95, reflecting a -3.95% gain to date.
KFA Private Wealth Group, LLC AGG ($98.11) Holding Chart
KFA Private Wealth Group, 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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