Marquette Asset Management, LLC AGG Holdings History
Marquette Asset Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Marquette Asset Management, LLC held 241,866.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $23.99 Mil. This investment constitutes 4.02% of their stock portfolio, and Marquette Asset Management, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2013Q2. And since then Marquette Asset Management, LLC has made 11 purchases of AGG, at an average price of $97.33, for a total of 480,827.00 shares. In addition, there have been 27 sales at an average price of $100.60 for 238,961.00 shares. Based on historical transaction data and AGG's current price of $98.35, Marquette Asset Management, LLC's estimated gain on his AGG holdings is $1.03 Mil, reflecting a 2.20% gain to date.
Marquette Asset Management, LLC AGG ($98.35) Holding Chart
Marquette Asset Management, LLC AGG ($98.35) 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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