Number of Shares
214,528.00
Current Holdings Value*
$21.22 Mil
% of Portfolio
1.84%
Total Estimate Gain
$-2.68 Mil
% of Total Estimate Gain
-9.77%

Main Street Financial Solutions, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, Main Street Financial Solutions, LLC held 214,528.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $21.22 Mil. This investment constitutes 1.84% of their stock portfolio, and Main Street Financial Solutions, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2020Q4. And since then Main Street Financial Solutions, LLC has made 14 purchases of AGG, at an average price of $110.89, for a total of 246,911.00 shares. In addition, there have been 3 sales at an average price of $110.48 for 32,383.00 shares. Based on historical transaction data and AGG's current price of $98.49, Main Street Financial Solutions, LLC's estimated gain on his AGG holdings is $-2.68 Mil, reflecting a -9.77% gain to date.

Main Street Financial Solutions, LLC AGG ($98.49) Holding Chart

Main Street Financial Solutions, LLC AGG ($98.49) 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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