MKD WEALTH COACHES, LLC AGG Holdings History
MKD WEALTH COACHES, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, MKD WEALTH COACHES, LLC held 70,497.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $6.99 Mil. This investment constitutes 7.37% of their stock portfolio, and MKD WEALTH COACHES, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q4. And since then MKD WEALTH COACHES, LLC has made 6 purchases of AGG, at an average price of $104.15, for a total of 84,323.00 shares. In addition, there have been 6 sales at an average price of $109.71 for 13,826.00 shares. Based on historical transaction data and AGG's current price of $98.11, MKD WEALTH COACHES, LLC's estimated gain on his AGG holdings is $-348,913.62, reflecting a -3.97% gain to date.
MKD WEALTH COACHES, LLC AGG ($98.11) Holding Chart
MKD WEALTH COACHES, 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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