Lineweaver Wealth Advisors, LLC AGG Holdings History
Lineweaver Wealth Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Lineweaver Wealth Advisors, LLC held 278,026.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $27.58 Mil. This investment constitutes 4.36% of their stock portfolio, and Lineweaver Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q4. And since then Lineweaver Wealth Advisors, LLC has made 6 purchases of AGG, at an average price of $97.23, for a total of 399,563.00 shares. In addition, there have been 1 sales at an average price of $98.45 for 121,537.00 shares. Based on historical transaction data and AGG's current price of $98.50, Lineweaver Wealth Advisors, LLC's estimated gain on his AGG holdings is $501,712.43, reflecting a 1.29% gain to date.
Lineweaver Wealth Advisors, LLC AGG ($98.50) Holding Chart
Lineweaver Wealth Advisors, LLC AGG ($98.50) 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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