Midwest Professional Planners, LTD. AGG Holdings History
Midwest Professional Planners, LTD.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Midwest Professional Planners, LTD. held 54,658.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $5.41 Mil. This investment constitutes 1.68% of their stock portfolio, and Midwest Professional Planners, LTD. now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then Midwest Professional Planners, LTD. has made 13 purchases of AGG, at an average price of $111.34, for a total of 242,378.00 shares. In addition, there have been 15 sales at an average price of $106.18 for 187,720.00 shares. Based on historical transaction data and AGG's current price of $98.11, Midwest Professional Planners, LTD.'s estimated gain on his AGG holdings is $-1.69 Mil, reflecting a -6.27% gain to date.
Midwest Professional Planners, LTD. AGG ($98.11) Holding Chart
Midwest Professional Planners, LTD. AGG ($98.11) 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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