Kingsview Wealth Management, LLC AGG Holdings History
Kingsview Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Kingsview Wealth Management, LLC held 1.28 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $126.17 Mil. This investment constitutes 2.38% of their stock portfolio, and Kingsview Wealth Management, LLC now holds 0.1% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then Kingsview Wealth Management, LLC has made 13 purchases of AGG, at an average price of $103.99, for a total of 2.43 Mil shares. In addition, there have been 9 sales at an average price of $104.05 for 1.15 Mil shares. Based on historical transaction data and AGG's current price of $98.29, Kingsview Wealth Management, LLC's estimated gain on his AGG holdings is $-7.21 Mil, reflecting a -2.85% gain to date.
Kingsview Wealth Management, LLC AGG ($98.29) Holding Chart
Kingsview Wealth Management, 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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