Koss-Olinger Consulting, LLC AGG Holdings History
Koss-Olinger Consulting, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Koss-Olinger Consulting, LLC held 344,207.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $34.05 Mil. This investment constitutes 2.87% of their stock portfolio, and Koss-Olinger Consulting, LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. And since then Koss-Olinger Consulting, LLC has made 8 purchases of AGG, at an average price of $96.58, for a total of 1.03 Mil shares. In addition, there have been 5 sales at an average price of $96.47 for 683,342.00 shares. Based on historical transaction data and AGG's current price of $98.11, Koss-Olinger Consulting, LLC's estimated gain on his AGG holdings is $452,865.93, reflecting a 0.46% gain to date.
Koss-Olinger Consulting, LLC AGG ($98.11) Holding Chart
Koss-Olinger Consulting, 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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