MOTIVE WEALTH ADVISORS AGG Holdings History
MOTIVE WEALTH ADVISORS's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, MOTIVE WEALTH ADVISORS held 151,521.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $15.03 Mil. This investment constitutes 6.84% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 11 purchases of AGG, at an average price of $103.21, for a total of 209,638.00 shares. In addition, there have been 4 sales at an average price of $103.16 for 58,117.00 shares. Based on historical transaction data and AGG's current price of $98.57, MOTIVE WEALTH ADVISORS's estimated gain on his AGG holdings is $-704,887.94, reflecting a -3.26% gain to date.
MOTIVE WEALTH ADVISORS AGG ($98.57) Holding Chart
MOTIVE WEALTH ADVISORS AGG ($98.57) 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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