LGL PARTNERS, LLC AGG Holdings History
LGL PARTNERS, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, LGL PARTNERS, LLC held 88,244.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $8.73 Mil. This investment constitutes 4.21% of their stock portfolio, and LGL PARTNERS, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then LGL PARTNERS, LLC has made 6 purchases of AGG, at an average price of $95.53, for a total of 660,092.00 shares. In addition, there have been 6 sales at an average price of $98.07 for 571,848.00 shares. Based on historical transaction data and AGG's current price of $98.11, LGL PARTNERS, LLC's estimated gain on his AGG holdings is $1.68 Mil, reflecting a 2.66% gain to date.
LGL PARTNERS, LLC AGG ($98.11) Holding Chart
LGL PARTNERS, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
