Keel Point, LLC AGG Holdings History
Keel Point, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Keel Point, LLC held 414,877.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $41.04 Mil. This investment constitutes 3.19% of their stock portfolio, and Keel Point, LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then Keel Point, LLC has made 13 purchases of AGG, at an average price of $104.56, for a total of 720,484.00 shares. In addition, there have been 14 sales at an average price of $109.53 for 305,607.00 shares. Based on historical transaction data and AGG's current price of $98.35, Keel Point, LLC's estimated gain on his AGG holdings is $-1.05 Mil, reflecting a -1.40% gain to date.
Keel Point, LLC AGG ($98.35) Holding Chart
Keel Point, LLC AGG ($98.35) 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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