Mascoma Wealth Management LLC AGG Holdings History
Mascoma Wealth Management LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Mascoma Wealth Management LLC held 489,256.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $48.53 Mil. This investment constitutes 11.27% of their stock portfolio, and Mascoma Wealth Management LLC now holds 0.04% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then Mascoma Wealth Management LLC has made 18 purchases of AGG, at an average price of $100.50, for a total of 616,042.00 shares. In addition, there have been 7 sales at an average price of $114.55 for 126,786.00 shares. Based on historical transaction data and AGG's current price of $98.29, Mascoma Wealth Management LLC's estimated gain on his AGG holdings is $697,584.20, reflecting a 1.13% gain to date.
Mascoma Wealth Management LLC AGG ($98.29) Holding Chart
Mascoma Wealth Management LLC AGG ($98.29) 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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