Legacy Financial Strategies, LLC AGG Holdings History
Legacy Financial Strategies, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Legacy Financial Strategies, LLC held 397,134.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $39.28 Mil. This investment constitutes 8.57% of their stock portfolio, and Legacy Financial Strategies, 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 Legacy Financial Strategies, LLC has made 18 purchases of AGG, at an average price of $105.50, for a total of 450,637.00 shares. In addition, there have been 6 sales at an average price of $110.46 for 53,503.00 shares. Based on historical transaction data and AGG's current price of $98.08, Legacy Financial Strategies, LLC's estimated gain on his AGG holdings is $-2.68 Mil, reflecting a -5.64% gain to date.
Legacy Financial Strategies, LLC AGG ($98.08) Holding Chart
Legacy Financial Strategies, LLC AGG ($98.08) 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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