Mullooly Asset Management, Inc. AGG Holdings History
Number of Shares
120,109.00
Current Holdings Value*
$11.93 Mil
% of Portfolio
5.41%
Total Estimate Gain
$74,467.58
% of Total Estimate Gain
0.63%
Mullooly Asset Management, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Mullooly Asset Management, Inc. held 120,109.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $11.93 Mil. This investment constitutes 5.41% of their stock portfolio, and Mullooly Asset Management, Inc. now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and AGG's current price of $98.38, Mullooly Asset Management, Inc.'s estimated gain on his AGG holdings is $74,467.58, reflecting a 0.63% gain to date.
Mullooly Asset Management, Inc. AGG ($98.38) Holding Chart
Mullooly Asset Management, Inc. AGG ($98.38) 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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