Meristem Family Wealth, LLC AGG Holdings History
Meristem Family Wealth, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2022-09-30, Meristem Family Wealth, LLC held - shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Meristem Family Wealth, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q2. And since then Meristem Family Wealth, LLC has made 1 purchases of AGG, at an average price of $114.07, for a total of 9,990.00 shares. In addition, there have been 3 sales at an average price of $107.16 for 9,990.00 shares. Based on historical transaction data and AGG's current price of $98.05, Meristem Family Wealth, LLC's estimated gain on his AGG holdings is $-69,044.16, reflecting a -6.06% gain to date.
Meristem Family Wealth, LLC AGG ($98.05) Holding Chart
Meristem Family Wealth, LLC AGG ($98.05) 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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