Mutual Advisors, LLC AGG Holdings History
Mutual Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Mutual Advisors, LLC held 253,365.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $24.98 Mil. This investment constitutes 0.71% of their stock portfolio, and Mutual Advisors, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then Mutual Advisors, LLC has made 15 purchases of AGG, at an average price of $103.68, for a total of 822,814.00 shares. In addition, there have been 13 sales at an average price of $101.42 for 569,449.00 shares. Based on historical transaction data and AGG's current price of $98.11, Mutual Advisors, LLC's estimated gain on his AGG holdings is $-2.70 Mil, reflecting a -3.16% gain to date.
Mutual Advisors, LLC AGG ($98.11) Holding Chart
Mutual Advisors, LLC 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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