MorganRosel Wealth Management, LLC AGG Holdings History
MorganRosel Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 31,305.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $3.10 Mil. This investment constitutes 0.94% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q2. And since then MorganRosel Wealth Management, LLC has made 14 purchases of AGG, at an average price of $105.66, for a total of 63,554.00 shares. In addition, there have been 6 sales at an average price of $99.54 for 32,249.00 shares. Based on historical transaction data and AGG's current price of $98.57, MorganRosel Wealth Management, LLC's estimated gain on his AGG holdings is $-419,123.81, reflecting a -6.24% gain to date.
MorganRosel Wealth Management, LLC AGG ($98.57) Holding Chart
MorganRosel Wealth Management, LLC AGG ($98.57) 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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