Kowal Investment Group, LLC AGG Holdings History
Kowal Investment Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2024-09-30, Kowal Investment Group, LLC held 61,526.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $6.23 Mil. This investment constitutes 1.15% of their stock portfolio, and Kowal Investment Group, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q4. And since then Kowal Investment Group, LLC has made 13 purchases of AGG, at an average price of $101.99, for a total of 63,063.00 shares. In addition, there have been 3 sales at an average price of $97.41 for 1,537.00 shares. Based on historical transaction data and AGG's current price of $98.29, Kowal Investment Group, LLC's estimated gain on his AGG holdings is $-234,654.15, reflecting a -3.65% gain to date.
Kowal Investment Group, LLC AGG ($98.29) Holding Chart
Kowal Investment Group, 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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